Plan Snapshot
- Plan Sponsor: Michael F. Yates & Company, INC.
- Sponsor EIN: 223499765
- Sponsor Address: P.O. BOX 7, WASHINGTON, NJ, 07882
- Plan Type: DC
- Total Participants: 4
- Total Assets: $2.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.2M | $10,803 | $43,984 |
| 2023 | 4 | $1.7M | $10,803 | $44,671 |
| 2022 | 6 | $2.4M | $14,207 | $95,589 |