Plan Snapshot
- Plan Sponsor: Sweet, Stevens, Katz & Williams LLP
- Sponsor EIN: 232807059
- Sponsor Address: 331 E BUTLER AVE, NEW BRITAIN, PA, 18901
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 42 | $11.1M | $169,520 | $549,285 |
| 2023 | 39 | $11.9M | $158,613 | $519,127 |
| 2022 | 39 | $10.6M | $160,160 | $507,458 |