Plan Snapshot
- Plan Sponsor: Kern & Co, LLC
- Sponsor EIN: 582631346
- Sponsor Address: P. O. BOX 15179, SAVANNAH, GA, 314165179
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 20 | $1.2M | $0 | $57,359 |
| 2023 | 20 | $1.1M | $0 | $57,450 |
| 2022 | 19 | $1.5M | $0 | $46,663 |