Plan Snapshot
- Plan Sponsor: Kolodzey & Cox Cpas, P.C.
- Sponsor EIN: 223141522
- Sponsor Address: 20 EAST CLEMENTON RD., STE 101 N, GIBBSBORO, NJ, 080261165
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $5.2M
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 | 13 | $5.2M | $68,650 | $125,978 |
| 2023 | 9 | $4.6M | $71,203 | $72,035 |
| 2022 | 8 | $3.9M | $95,000 | $121,145 |