Plan Snapshot
- Plan Sponsor: Andrew Morgan Consulting, LLC
- Sponsor EIN: 820921453
- Sponsor Address: 9223 , PRESIDENTIAL ROAD, ALEXANDRIA, VA, 22309
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $2.6M
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 | 65 | $2.6M | $229,928 | $566,569 |
| 2023 | 41 | $1.3M | $138,359 | $313,473 |
| 2022 | 13 | $600,556 | $43,628 | $129,564 |