Plan Snapshot
- Plan Sponsor: Leverty Financial Group, LLC
- Sponsor EIN: 853028301
- Sponsor Address: 201 2ND STREET S, HUDSON, WI, 54016
- Plan Type: DB
- Total Participants: 7
- Total Assets: $562,682
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 | 7 | $562,682 | $158,405 | $0 |
| 2023 | 6 | $374,866 | $127,825 | $0 |
| 2022 | 5 | $227,366 | $120,299 | $0 |