Plan Snapshot
- Plan Sponsor: S & D Capital
- Sponsor EIN: 272800527
- Sponsor Address: 3150 DUSTIN ROAD, SUITE 2, OREGON, OH, 43616
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $1.9M
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. |
|---|
| 2024 | 17 | $1.9M | $71,207 | $185,554 |
| 2023 | 17 | $1.3M | $28,561 | $88,534 |