Plan Snapshot
- Plan Sponsor: The O'Leary Company
- Sponsor EIN: 590729407
- Sponsor Address: P. O. BOX 2909, JACKSONVILLE, FL, 32203
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.5M
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 | 9 | $1.5M | $22,611 | $40,932 |
| 2023 | 10 | $1.2M | $19,151 | $34,546 |
| 2022 | 10 | $952,902 | $18,725 | $33,978 |