Plan Snapshot
- Plan Sponsor: Capell & Howard PC
- Sponsor EIN: 630593542
- Sponsor Address: 150 SOUTH PERRY ST., MONTGOMERY, AL, 36104
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $36.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 59 | $36.2M | $720,340 | $523,946 |
| 2023 | 55 | $35.3M | $466,829 | $468,366 |
| 2022 | 43 | $30.6M | $264,569 | $420,663 |