Plan Snapshot
- Plan Sponsor: Adair & Evans, An Accountancy Corporation
- Sponsor EIN: 770042051
- Sponsor Address: 111 E. KERN AVE., TULARE, CA, 93274
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $15.2M
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 | 35 | $15.2M | $316,126 | $308,363 |
| 2023 | 33 | $12.8M | $245,220 | $295,378 |
| 2022 | 32 | $10.6M | $250,010 | $298,760 |