Plan Snapshot
- Plan Sponsor: Kreitler Financial LLC
- Sponsor EIN: 061340298
- Sponsor Address: 265 CHURCH STREET SUITE 801, NEW HAVEN, CT, 065102009
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 10 | $8.1M | $68,300 | $219,445 |
| 2023 | 11 | $6.9M | $254,596 | $161,986 |
| 2022 | 11 | $5.6M | $222,067 | $145,221 |