Root Spitznas & Smiley, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Root Spitznas & Smiley, INC.
  • Sponsor EIN: 251381610
  • Sponsor Address: 5473 VILLAGE COMMON DRIVE, ERIE, PA, 16506
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $4.2M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$4.2M$15,951$51,541
20234$4.2M$15,951$51,541
20225$3.0M$15,706$50,117

Similar Plans