Plan Snapshot
- Plan Sponsor: Booth Patterson, P.C.
- Sponsor EIN: 382993781
- Sponsor Address: 4139 W. WALTON BLVD., STE F, WATERFORD, MI, 48329
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $741,621
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 13 | $741,621 | $1,909 | $2,566 |
| 2023 | 6 | $673,082 | $2,247 | $3,114 |
| 2022 | 7 | $694,549 | $2,139 | $5,292 |