Plan Snapshot
- Plan Sponsor: Kaplin, Stewart, Meloff, Reiter & Stein
- Sponsor EIN: 232866254
- Sponsor Address: 910 HARVEST DRIVE, BLUE BELL, PA, 194220765
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $49.3M
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. |
|---|
| 2024 | 72 | $49.3M | $686,484 | $995,647 |
| 2023 | 71 | $44.1M | $609,780 | $856,282 |
| 2022 | 70 | $38.2M | $631,141 | $743,832 |