Plan Snapshot
- Plan Sponsor: Michele Greer
- Sponsor EIN: 411717823
- Sponsor Address: 801 TWELVE OAKS CENTER DRIVE, 819, WAYZATA, MN, 55391
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.1M
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 | 2 | $1.1M | $10,725 | $0 |
| 2023 | 2 | $962,229 | $7,728 | $0 |
| 2022 | 2 | $746,881 | $10,002 | $0 |