# Wermer, Rogers, Doran & Ruzon, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wermer-rogers-doran-ruzon-llc-plan

> Wermer, Rogers, Doran & Ruzon, LLC's 401(k) plan: 19 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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