Plan Snapshot
- Plan Sponsor: Singerman, Mills, Desberg, & Kauntz Co., L.P.A.
- Sponsor EIN: 341939981
- Sponsor Address: 3333 RICHMOND ROAD, BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $13.4M
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 | 25 | $13.4M | $510,039 | $348,417 |
| 2023 | 24 | $11.4M | $494,998 | $313,172 |
| 2022 | 23 | $9.3M | $485,867 | $328,954 |