Plan Snapshot
- Plan Sponsor: Strategic Planning Services
- Sponsor EIN: 830626721
- Sponsor Address: 11279 CORNELL PARK DR, BLUE ASH, OH, 452421844
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $385,101
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $385,101 | $16,188 | $79,680 |
| 2023 | 9 | $257,469 | $21,594 | $36,922 |
| 2022 | 11 | $175,764 | $8,300 | $54,935 |