Plan Snapshot
- Plan Sponsor: Ketchum Wood & Burgert Chartered
- Sponsor EIN: 591228604
- Sponsor Address: 1899 EIDER COURT, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $30.0M
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. |
|---|
| 2025 | 137 | $30.0M | $0 | $0 |
| 2024 | 88 | $25.8M | $629,168 | $363,236 |
| 2023 | 72 | $24.1M | $461,045 | $369,733 |
| 2022 | 73 | $20.6M | $461,162 | $359,735 |