Plan Snapshot
- Plan Sponsor: John E. Koerner & Co., INC.
- Sponsor EIN: 720544427
- Sponsor Address: PO BOX 10218, NEW ORLEANS, LA, 70181
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $5.3M
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 | 28 | $5.3M | $65,443 | $193,298 |
| 2023 | 33 | $4.5M | $61,986 | $177,451 |
| 2022 | 31 | $3.7M | $51,367 | $163,252 |