Plan Snapshot
- Plan Sponsor: Ron Penney & Associates
- Sponsor EIN: 431883269
- Sponsor Address: 1342E EAST KINGSLEY STREET, SPRINGFIELD, MO, 658047227
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 18 | $3.6M | $0 | $0 |
| 2024 | 14 | $3.5M | $121,800 | $137,348 |
| 2023 | 13 | $2.7M | $127,879 | $137,280 |
| 2022 | 13 | $2.0M | $111,977 | $124,697 |