Plan Snapshot
- Plan Sponsor: Vortex Software Consulting LLC
- Sponsor EIN: 161531814
- Sponsor Address: 61 N MAIN ST STE A, CANANDAIGUA, NY, 144241467
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 15 | $4.7M | $89,377 | $280,878 |
| 2023 | 15 | $3.8M | $144,782 | $235,356 |
| 2022 | 13 | $3.1M | $157,576 | $199,244 |