Plan Snapshot
- Plan Sponsor: Barnwell Whaley Patterson & Helms, LLC
- Sponsor EIN: 571017922
- Sponsor Address: 211 KING STREET, CHARLESTON, SC, 29401
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $7.2M
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 | 43 | $7.2M | $281,198 | $291,403 |
| 2023 | 37 | $7.7M | $287,593 | $261,981 |
| 2022 | 29 | $6.6M | $225,000 | $236,425 |