Plan Snapshot
- Plan Sponsor: Sam Berman And Sons LLC
- Sponsor EIN: 421280279
- Sponsor Address: 3871 50TH ST, GRINNELL, IA, 50112
- Plan Type: DC
- Total Participants: 12
- Total Assets: $4.1M
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. |
|---|
| 2025 | 12 | $4.1M | $65,225 | $0 |
| 2024 | 11 | $3.2M | $73,582 | $0 |
| 2023 | 12 | $2.4M | $98,841 | $0 |
| 2022 | 12 | $1.7M | $128,225 | $0 |