Plan Snapshot
- Plan Sponsor: Smith Hanley Associates, LLC
- Sponsor EIN: 460955273
- Sponsor Address: 107 JOHN ST, SOUTHPORT, CT, 06890
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 14
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $5.2M | $0 | $4,949 |
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