Plan Snapshot
- Plan Sponsor: Allen-Hall Mortuary, INC.
- Sponsor EIN: 870322865
- Sponsor Address: 34 EAST CENTER, LOGAN, UT, 84321
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $1.7M | $0 | $0 |
| 2023 | 10 | $1.7M | $61,678 | $13,625 |
| 2022 | 6 | $1.5M | $49,098 | $13,680 |