Plan Snapshot
- Plan Sponsor: Michael H. Bergman, Clu
- Sponsor EIN: 223809022
- Sponsor Address: 7 KENOSIA AVENUE, DANBURY, CT, 06810
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 2 | $1.2M | $47,008 | $30,000 |
| 2022 | 2 | $1.1M | $35,500 | $27,000 |