Plan Snapshot
- Plan Sponsor: Your Planning Partner LLC
- Sponsor EIN: 811952421
- Sponsor Address: 66 LINDEN AVE, HADDONFIELD, NJ, 080332502
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $267,965
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. |
|---|
| 2025 | 4 | $267,965 | $17,007 | $31,967 |
| 2024 | 3 | $201,954 | $13,054 | $25,287 |
| 2023 | 2 | $141,467 | $11,067 | $26,547 |
| 2022 | 2 | $83,895 | $6,443 | $23,263 |