Polay And Swann LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Polay And Swann LLC
  • Sponsor EIN: 873275491
  • Sponsor Address: 976 BRADY AVE NW, ATLANTA, GA, 30318
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $568,412

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.
202410$568,412$24,541$54,775
202316$449,166$28,256$57,181
202218$330,254$38,017$84,405

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