Plan Snapshot
- Plan Sponsor: Piccione Keeley & Associates
- Sponsor EIN: 363051412
- Sponsor Address: 122 C S. COUNTY FARM ROAD, WHEATON, IL, 601874523
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 0 | $0 | $28,744 | $0 |
| 2024 | 13 | $12.3M | $40,398 | $87,258 |
| 2023 | 12 | $11.5M | $40,000 | $110,043 |
| 2022 | 14 | $9.9M | $40,000 | $103,567 |