Plan Snapshot
- Plan Sponsor: Pedersen & Houpt
- Sponsor EIN: 362756074
- Sponsor Address: 161 NORTH CLARK STREET SUITE 2700, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $27.3M
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 | 42 | $27.3M | $242,653 | $644,477 |
| 2023 | 40 | $23.6M | $108,723 | $649,196 |
| 2022 | 46 | $19.5M | $206,453 | $616,154 |