Plan Snapshot
- Plan Sponsor: Kelly & Brand, Attorneys At Law, LLC
- Sponsor EIN: 452459804
- Sponsor Address: 303 PEARL AVE SUITE A, OSHKOSH, WI, 54901
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3 | $1.2M | $5,260 | $21,370 |
| 2023 | 3 | $1.2M | $5,745 | $19,930 |
| 2022 | 3 | $1.2M | $5,137 | $37,008 |