Plan Snapshot
- Plan Sponsor: Melone Private Wealth
- Sponsor EIN: 270210367
- Sponsor Address: 3121 UNIVERSITY DRIVE, SUITE 180, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $578,061
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $578,061 | $80,967 | $52,975 |
| 2023 | 4 | $381,431 | $75,815 | $49,300 |
| 2022 | 4 | $2.2M | $70,273 | $42,129 |