Plan Snapshot
- Plan Sponsor: O'Connor Kimball, LLP
- Sponsor EIN: 222761811
- Sponsor Address: 1500 JOHN F KENNEDY BLVD, STE 1100, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 15
- Total Assets: $2.5M
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. |
|---|
| 2025 | 15 | $2.5M | $0 | $0 |
| 2024 | 12 | $2.2M | $17,605 | $125,581 |
| 2023 | 12 | $2.4M | $26,785 | $123,543 |
| 2022 | 15 | $2.5M | $22,175 | $103,991 |