Plan Snapshot
- Plan Sponsor: Sinkula Investments, Ltd. Co.
- Sponsor EIN: 311415276
- Sponsor Address: 3005 DIXIE HWY STE 150, EDGEWOOD, KY, 41017
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $2.4M
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 | 88 | $2.4M | $129,919 | $157,024 |
| 2023 | 57 | $3.0M | $93,700 | $119,280 |
| 2022 | 46 | $2.7M | $79,299 | $101,919 |