Plan Snapshot
- Plan Sponsor: Robbins, Kelly, Patterson & Tucker
- Sponsor EIN: 310796417
- Sponsor Address: 312 ELM STREET, SUITE 2200, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 51 | $19.2M | $308,580 | $387,536 |
| 2023 | 48 | $18.4M | $157,515 | $440,654 |
| 2022 | 41 | $18.6M | $448,838 | $543,264 |