Plan Snapshot
- Plan Sponsor: Kaes LLC
- Sponsor EIN: 463921477
- Sponsor Address: 1213 OWL HOLLOW CT, SAINT AUGUSTINE, FL, 32092
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 50 | $4.6M | $550,702 | $694,506 |
| 2023 | 44 | $2.7M | $249,106 | $484,711 |
| 2022 | 29 | $1.3M | $197,336 | $393,027 |