Plan Snapshot
- Plan Sponsor: Siegel Brill PA
- Sponsor EIN: 411626742
- Sponsor Address: 100 WASHINGTON AVE S STE 1300, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 26 | $19.7M | $480,665 | $287,903 |
| 2023 | 29 | $16.8M | $430,270 | $287,664 |
| 2022 | 25 | $13.8M | $450,436 | $285,364 |