Plan Snapshot
- Plan Sponsor: Robert Peccia & Associates, INC.
- Sponsor EIN: 810379334
- Sponsor Address: 3147 SADDLE DR., HELENA, MT, 59601
- Plan Type: DC
- Total Participants: 75
- Total Assets: $36.7M
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 | 75 | $36.7M | $1.8M | $0 |
| 2023 | 72 | $34.2M | $1.2M | $0 |
| 2022 | 65 | $24.2M | $1.3M | $0 |