Plan Snapshot
- Plan Sponsor: Polk Kabat LLP
- Sponsor EIN: 203245084
- Sponsor Address: 1300 W. 78TH STREET, SUITE 305, CLEVELAND, OH, 44102
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 4 | $4.4M | $77,050 | $30,500 |
| 2023 | 4 | $3.9M | $268,800 | $52,500 |
| 2022 | 4 | $3.1M | $154,000 | $68,000 |