Plan Snapshot
- Plan Sponsor: Casey Trees
- Sponsor EIN: 311766444
- Sponsor Address: 3030 12TH ST NE, WASHINGTON, DC, 200172408
- Plan Type: 403(b)
- Total Participants: 61
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 61 | $6.2M | $278,820 | $346,023 |
| 2023 | 58 | $4.9M | $213,310 | $261,740 |
| 2022 | 68 | $3.8M | $181,036 | $242,143 |