Plan Snapshot
- Plan Sponsor: Marotta 401(K) Pooled Employer Plan C/O David John Marotta
- Sponsor EIN: 872927678
- Sponsor Address: 1000 EDNAM CENTER, CHARLOTTESVILLE, VA, 22903
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
| 2024 | 0 | $0 | $203,610 | $180,178 |
| 2023 | 31 | $3.0M | $292,254 | $288,935 |
| 2022 | 26 | $1.2M | $22,324 | $84,623 |