Plan Snapshot
- Plan Sponsor: Sharer Petree Brotz & Snyder
- Sponsor EIN: 222944613
- Sponsor Address: 1103 LAUREL OAK RD STE 105B, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $4.3M
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 | 17 | $4.3M | $12,887 | $38,194 |
| 2023 | 7 | $3.5M | $11,185 | $35,873 |
| 2022 | 8 | $2.8M | $13,552 | $54,719 |