Plan Snapshot
- Plan Sponsor: Realty & Mortgage Co.
- Sponsor EIN: 361669260
- Sponsor Address: 1509 WEST BERWYN AVENUE, CHICAGO, IL, 60640
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 23 | $9.5M | $73,107 | $119,062 |
| 2023 | 21 | $8.0M | $65,270 | $114,595 |
| 2022 | 17 | $6.5M | $64,496 | $102,030 |