Plan Snapshot
- Plan Sponsor: Owen, Little & Associates, INC.
- Sponsor EIN: 222430704
- Sponsor Address: 443 ATLANTIC CITY BLVD., BEACHWOOD, NJ, 08722
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $4.6M | $10,728 | $215,790 |
| 2023 | 25 | $4.6M | $9,540 | $181,650 |
| 2022 | 28 | $3.6M | $9,689 | $204,675 |