Plan Snapshot
- Plan Sponsor: Meyers, Roman, Friedberg & Lewis
- Sponsor EIN: 341788082
- Sponsor Address: 28601 CHAGRIN BLVD., SUITE 600, CLEVELAND, OH, 44122
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 56 | $12.6M | $199,572 | $418,291 |
| 2023 | 74 | $10.9M | $214,056 | $485,971 |
| 2022 | 70 | $9.2M | $245,963 | $569,667 |