Plan Snapshot
- Plan Sponsor: Cade, Crenshaw & Associates, P.C.
- Sponsor EIN: 630936180
- Sponsor Address: 2100 SOUTHBRIDGE PKWY, STE 460, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 7 | $2.5M | $134,900 | $104,900 |
| 2023 | 8 | $2.0M | $120,569 | $99,569 |
| 2022 | 9 | $5.4M | $141,778 | $107,293 |