Plan Snapshot
- Plan Sponsor: Pilzer/Klein PC
- Sponsor EIN: 201174622
- Sponsor Address: 300 UNIVERSITY RIDGE, GREENVILLE, SC, 29601
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.1M
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 | 9 | $1.1M | $40,677 | $96,648 |
| 2023 | 10 | $2.3M | $23,353 | $58,722 |
| 2022 | 10 | $2.0M | $17,149 | $46,189 |
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