Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pezzetti, Vermetten & Popovits, P.C.
  • Sponsor EIN: 383330491
  • Sponsor Address: P.O. BOX 5817, TRAVERSE CITY, MI, 49696
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $3.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$3.2M$66,561$156,732
202312$2.6M$56,593$139,623
202213$2.1M$55,123$132,175

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