Plan Snapshot
- Plan Sponsor: O'Donnell, Weiss & Mattei, P.C.
- Sponsor EIN: 232120938
- Sponsor Address: 41 E HIGH ST, POTTSTOWN, PA, 19464
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.1M
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 | 25 | $5.1M | $35,500 | $163,435 |
| 2023 | 27 | $4.5M | $33,594 | $184,293 |
| 2022 | 25 | $3.7M | $33,730 | $173,944 |
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