Plan Snapshot
- Plan Sponsor: Adams Diversified Equity Fund, INC
- Sponsor EIN: 134912740
- Sponsor Address: 500 E PRATT ST STE 1300, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $31.3M
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 | 20 | $31.3M | $568,717 | $433,860 |
| 2023 | 20 | $25.8M | $524,308 | $432,287 |
| 2022 | 20 | $21.9M | $507,872 | $411,033 |