Plan Snapshot
- Plan Sponsor: Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C.
- Sponsor EIN: 421397036
- Sponsor Address: P.O. BOX 178, WATERLOO, IA, 507040178
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $10.7M
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 | 35 | $10.7M | $134,691 | $401,961 |
| 2023 | 34 | $8.8M | $128,244 | $368,573 |
| 2022 | 33 | $8.5M | $113,503 | $353,960 |