Plan Snapshot
- Plan Sponsor: Private Client Services, LLC
- Sponsor EIN: 611383537
- Sponsor Address: 2225 LEXINGTON ROAD, LOUSVILLE, KY, 40206
- Plan Type: DC
- Total Participants: 44
- Total Assets: $8.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 44 | $8.0M | $1.2M | $0 |
| 2023 | 43 | $4.6M | $1.2M | $0 |
| 2022 | 37 | $769,431 | $0 | $0 |