Plan Snapshot
- Plan Sponsor: Swartz, Izenson & Associates,P.C.
- Sponsor EIN: 251326829
- Sponsor Address: 220 S WASHINGTON STREET, BUTLER, PA, 16001
- Plan Type: DC
- Total Participants: 5
- Total Assets: $1.7M
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. |
|---|
| 2024 | 5 | $1.7M | $0 | $20,874 |
| 2023 | 5 | $1.7M | $0 | $20,874 |
| 2022 | 5 | $1.3M | $0 | $15,385 |