Plan Snapshot
- Plan Sponsor: Wm. Kramer & Son, INC.
- Sponsor EIN: 310787481
- Sponsor Address: 9171 HARRISON PIKE, CLEVES, OH, 45002
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $8.5M
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. |
|---|
| 2024 | 9 | $8.5M | $335,382 | $161,129 |
| 2023 | 11 | $8.9M | $264,005 | $73,559 |
| 2022 | 11 | $7.7M | $229,746 | $142,332 |