Plan Snapshot
- Plan Sponsor: Phil Di Lucente And Associates
- Sponsor EIN: 834137024
- Sponsor Address: 310 GRANT ST STE 1801, PITTSBURGH, PA, 152192335
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.0M | $38,447 | $8,101 |
| 2023 | 5 | $943,131 | $0 | $44,131 |
| 2022 | 5 | $795,783 | $35,000 | $54,000 |