Plan Snapshot
- Plan Sponsor: Klcm Advisors, INC.
- Sponsor EIN: 391752579
- Sponsor Address: 330 E. KILBOURN AVE, SUITE 1180, MILWAUKEE, WI, 53202
- Plan Type: DC
- Total Participants: 9
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $10.2M | $368,029 | $0 |
| 2023 | 10 | $8.0M | $336,195 | $0 |
| 2022 | 10 | $6.4M | $274,948 | $0 |