Plan Snapshot
- Plan Sponsor: Cate Equipment Company
- Sponsor EIN: 870202960
- Sponsor Address: 2055 S PIONEER ROAD, SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 50 | $6.5M | $127,325 | $348,523 |
| 2023 | 50 | $5.5M | $103,669 | $268,928 |
| 2022 | 46 | $4.4M | $96,927 | $211,385 |