Lytkowski & Co INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lytkowski & Co INC
  • Sponsor EIN: 341258550
  • Sponsor Address: 1801 E 9TH ST STE 1520, CLEVELAND, OH, 441143103
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $4.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$4.4M$49,790$79,570
20239$3.6M$33,000$54,028
20227$3.0M$37,256$73,968

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