Plan Snapshot
- Plan Sponsor: Kalniz, Iorio & Reardon Co., Lpa
- Sponsor EIN: 341724362
- Sponsor Address: 5550 WEST CENTRAL AVENUE, TOLEDO, OH, 43615
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $4.1M | $19,166 | $91,578 |
| 2023 | 7 | $3.4M | $17,974 | $65,982 |
| 2022 | 8 | $2.8M | $20,198 | $61,566 |