Plan Snapshot
- Plan Sponsor: Ivey, Barnum & O'Mara, LLC
- Sponsor EIN: 060642300
- Sponsor Address: 170 MASON ST, GREENWICH, CT, 068306644
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 68
- 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. |
|---|
| 2025 | 68 | $15.3M | $0 | $0 |
| 2024 | 64 | $17.7M | $229,232 | $521,902 |
| 2023 | 44 | $17.1M | $210,092 | $529,090 |
| 2022 | 42 | $15.9M | $203,935 | $453,908 |