Plan Snapshot
- Plan Sponsor: M. Simon Zook Co.
- Sponsor EIN: 231496543
- Sponsor Address: 4960 HORSESHOE PIKE, HONEYBROOK, PA, 19344
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 179 | $8.3M | $95,702 | $567,810 |
| 2022 | 208 | $6.9M | $82,123 | $494,954 |