Plan Snapshot
- Plan Sponsor: Isler Dare, P.C.
- Sponsor EIN: 541877836
- Sponsor Address: 1945 OLD GALLOWS ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 34 | $15.3M | $582,645 | $435,152 |
| 2023 | 27 | $12.8M | $429,500 | $370,040 |
| 2022 | 25 | $9.5M | $376,654 | $334,647 |