Plan Snapshot
- Plan Sponsor: Sb & Company, LLC
- Sponsor EIN: 202153727
- Sponsor Address: 10200 GRAND CENTRAL AVE STE 250, OWINGS MILLS, MD, 211174165
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 65 | $3.4M | $226,920 | $215,748 |
| 2023 | 65 | $3.4M | $226,920 | $215,748 |