Plan Snapshot
- Plan Sponsor: Poerio & Walter INC.
- Sponsor EIN: 208133858
- Sponsor Address: 411 SEVENTH AVENUE, PITTSBURGH, PA, 15219
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $3.4M | $36,650 | $64,987 |
| 2023 | 5 | $2.8M | $18,600 | $56,692 |
| 2022 | 5 | $2.3M | $16,440 | $50,333 |