Plan Snapshot
- Plan Sponsor: Sml Financial Services PC
- Sponsor EIN: 453836735
- Sponsor Address: 1103 ROCKY DRIVE, SUITE 203, WEST LAWN, PA, 19609
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $2.4M | $102,513 | $117,100 |
| 2024 | 5 | $1.9M | $100,759 | $215,704 |
| 2023 | 3 | $1.3M | $94,493 | $63,000 |
| 2022 | 3 | $862,823 | $48,809 | $55,900 |