Plan Snapshot
- Plan Sponsor: Jerry Martillotti & Associates
- Sponsor EIN: 260907226
- Sponsor Address: 4221 RIDGE AVE, PHILADELPHIA, PA, 191291745
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $678,127
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 | 2 | $678,127 | $3,388 | $6,845 |
| 2023 | 2 | $635,850 | $2,560 | $7,040 |
| 2022 | 2 | $600,616 | $3,385 | $8,352 |