Plan Snapshot
- Plan Sponsor: Kase Equipment Corporation
- Sponsor EIN: 340946425
- Sponsor Address: 7400 HUB PARKWAY, VALLEY VIEW, OH, 44125
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $6.1M
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 | 40 | $6.1M | $16,866 | $168,656 |
| 2023 | 35 | $5.4M | $14,778 | $147,780 |
| 2022 | 33 | $4.5M | $13,746 | $141,805 |