Plan Snapshot
- Plan Sponsor: Rolle & Conlon
- Sponsor EIN: 521908155
- Sponsor Address: 143 W. PATRICK STREET, FREDRICK, MD, 21701
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 5 | $2.2M | $22,738 | $52,094 |
| 2023 | 5 | $1.7M | $28,336 | $70,901 |
| 2022 | 6 | $1.3M | $24,194 | $65,328 |