Plan Snapshot
- Plan Sponsor: Keller Oreilly & Watson, P.C.
- Sponsor EIN: 113042675
- Sponsor Address: 242 CROSSWAYS PARK WEST, WOODBURY, NY, 11797
- Plan Type: DC
- Total Participants: 13
- Total Assets: $5.1M
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 | 13 | $5.1M | $22,686 | $113,020 |
| 2023 | 13 | $5.0M | $22,187 | $145,093 |
| 2022 | 12 | $4.3M | $16,906 | $137,249 |