Tracy Urti Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tracy Urti
  • Sponsor EIN: 311208705
  • Sponsor Address: 4773 BETHANY RD, MASON, OH, 450408344
  • Plan Type: Health & Welfare
  • Plan Number: 560
  • Total Participants: 814
  • Total Assets: $0

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024814$0$0$0
2023982$0$0$0
20221,060$0$0$0