Plan Snapshot
- Plan Sponsor: Isdaner & Company, LLC
- Sponsor EIN: 236410283
- Sponsor Address: ONE BALA PLAZA, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 77 | $16.6M | $152,982 | $1.0M |
| 2023 | 68 | $13.6M | $138,607 | $755,922 |
| 2022 | 65 | $13.5M | $119,197 | $748,493 |