Plan Snapshot
- Plan Sponsor: The Sargents Group
- Sponsor EIN: 251398462
- Sponsor Address: 210 MAIN ST, JOHNSTOWN, PA, 15901
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 115
- Total Assets: $4.3M
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. |
|---|
| 2025 | 115 | $4.3M | $0 | $0 |
| 2024 | 102 | $4.3M | $17,911 | $111,102 |
| 2023 | 68 | $4.1M | $16,499 | $100,118 |
| 2022 | 266 | $3.9M | $19,600 | $115,208 |