Plan Snapshot
- Plan Sponsor: Andrew W Byrd & Co LLC
- Sponsor EIN: 621585430
- Sponsor Address: 3100 WEST END AVE STE 500, NASHVILLE, TN, 372031355
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $530,328
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 5 | $530,328 | $8,494 | $83,574 |
| 2023 | 5 | $378,214 | $3,506 | $51,020 |
| 2022 | 4 | $364,924 | $0 | $71,958 |