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)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $12.9M
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. |
|---|
| 2025 | 40 | $12.9M | $0 | $0 |
| 2024 | 35 | $10.7M | $134,691 | $401,961 |
| 2023 | 34 | $8.8M | $128,244 | $368,573 |
| 2022 | 33 | $8.5M | $113,503 | $353,960 |