Plan Snapshot
- Plan Sponsor: Abbott-Rhoton Investments, LLC
- Sponsor EIN: 300426504
- Sponsor Address: 3605 S. FLAGSTAFF RANCH ROAD, FLAGSTAFF, AZ, 86005
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $2.8M
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. |
|---|
| 2024 | 29 | $2.8M | $104,403 | $247,833 |
| 2023 | 23 | $2.5M | $86,811 | $318,396 |
| 2022 | 27 | $1.9M | $70,528 | $99,956 |