Plan Snapshot
- Plan Sponsor: Catawba First Insurance Associates, INC.
- Sponsor EIN: 822353961
- Sponsor Address: PO BOX 888, NEWTON, NC, 28658
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $468,456
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $468,456 | $0 | $0 |
| 2023 | 6 | $197,602 | $0 | $0 |
| 2022 | 9 | $156,434 | $0 | $0 |