Plan Snapshot
- Plan Sponsor: Penson And Green Security PLLC
- Sponsor EIN: 853384460
- Sponsor Address: 116 W HUBBARD ST STE 13, CHICAGO, IL, 606548542
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $4,762
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 | 14 | $4,762 | $1,085 | $2,660 |
| 2023 | 1 | $858 | $0 | $0 |
| 2022 | 1 | $715 | $326 | $490 |