Plan Snapshot
- Plan Sponsor: Cahaba Wealth Management, INC.
- Sponsor EIN: 270755780
- Sponsor Address: 1075 PEACHTREE ST, SUITE 2150, ATLANTA, GA, 303094090
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $4.0M
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 | 20 | $4.0M | $328,921 | $263,105 |
| 2023 | 19 | $3.1M | $245,530 | $216,362 |
| 2022 | 16 | $2.2M | $200,252 | $181,020 |