Plan Snapshot
- Plan Sponsor: Sutter O'Connell Co.
- Sponsor EIN: 010577837
- Sponsor Address: 1301 EAST 9TH STREET, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 26
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 26 | $20.3M | $77,001 | $273,001 |
| 2023 | 21 | $18.2M | $93,163 | $264,076 |
| 2022 | 21 | $15.9M | $230,552 | $259,833 |