Plan Snapshot
- Plan Sponsor: Inverso & Stewart, LLC
- Sponsor EIN: 222927045
- Sponsor Address: 651 ROUTE 73 NORTH, SUITE 402, MARLTON, NJ, 080533406
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.9M | $15,702 | $31,736 |
| 2023 | 4 | $1.5M | $16,641 | $43,051 |
| 2022 | 5 | $1.2M | $17,640 | $46,219 |