Plan Snapshot
- Plan Sponsor: Brown, Williams, Moorhead & Quinn, INC.
- Sponsor EIN: 521450842
- Sponsor Address: P.O. BOX 10, SUNDERLAND, MD, 206890010
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $5.5M | $78,751 | $108,854 |
| 2023 | 8 | $4.6M | $74,984 | $124,000 |
| 2022 | 8 | $3.9M | $91,752 | $164,500 |