Plan Snapshot
- Plan Sponsor: Seiller Waterman, LLC
- Sponsor EIN: 203626261
- Sponsor Address: 2200 MEIDINGER TOWER, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 39 | $3.0M | $107,736 | $219,265 |
| 2023 | 31 | $3.1M | $97,186 | $218,170 |
| 2022 | 26 | $2.6M | $104,297 | $200,731 |