Plan Snapshot
- Plan Sponsor: Avalon Trust Company
- Sponsor EIN: 850445928
- Sponsor Address: 125 LINCOLN AVE, SANTA FE, NM, 87501
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 0 | $0 | $334,524 | $33,694 |
| 2022 | 14 | $8.8M | $283,156 | $184,215 |