Plan Balance
Loan Balance
Self-Directed Brokerage Balance
$23,345.23
Total Balance
$43,345,267.459
Participant Search
First Name
Last NameSSN (last 4 digits)
XXX - XX -
Recent Activity
JANUARY 20YYTotal Amount
Plan InformationPrimary Contact
John Smith
Jane Doe
Jane Doe
Address
Attn. John Smith
123 Orange Way
Hartford, CT 01234
123 Orange Way
Hartford, CT 01234
Contract Issued
12/31/1992
Plan Year End
12/31
Plan Type
401(k)
Total Participants
199
Plan DetailsOnline Enrollment
Offered
Auto Enrollment
Offered
Contribution Rate Change
Offered
Self Directed Brokerage Account
Offered
Managed Accounts
Offered
Loans Allowed
Yes, 2
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