Plan Snapshot
- Plan Sponsor: The Kreisman Group PC
- Sponsor EIN: 841001946
- Sponsor Address: 8400 E PRENTICE AVE, SUITE 1230, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $564,370
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $564,370 | $8,394 | $0 |
| 2023 | 2 | $531,964 | $7,870 | $0 |
| 2022 | 2 | $475,530 | $8,280 | $20,000 |