Plan Snapshot
- Plan Sponsor: Tanner Marlo Cpas, INC.
- Sponsor EIN: 205825295
- Sponsor Address: 509 EAST DEYOUNG, MARION, IL, 62959
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 10 | $1.7M | $20,438 | $86,063 |
| 2023 | 11 | $1.3M | $20,610 | $83,403 |
| 2022 | 7 | $1.5M | $49,199 | $85,931 |