Plan Snapshot
- Plan Sponsor: Kleinman, Guerra & Co. P.C.
- Sponsor EIN: 841109847
- Sponsor Address: 6300 SOUTH SYRACUSE WAY, SUITE 430, CENTENNIAL, CO, 80111
- Plan Type: DC
- Total Participants: 6
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $2.6M | $147,678 | $112,997 |
| 2023 | 8 | $2.4M | $100,370 | $88,243 |
| 2022 | 3 | $1.9M | $109,913 | $0 |