Plan Snapshot
- Plan Sponsor: Wermer, Rogers, Doran & Ruzon, LLC
- Sponsor EIN: 362416552
- Sponsor Address: 755 ESSINGTON RD., JOLIET, IL, 60435
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 19 | $5.8M | $91,369 | $61,231 |
| 2023 | 20 | $5.2M | $100,000 | $69,546 |
| 2022 | 20 | $4.7M | $150,000 | $81,387 |