Plan Snapshot
- Plan Sponsor: Charles E. Walters & Company, INC.
- Sponsor EIN: 630849757
- Sponsor Address: 335 OSPREY DRIVE, PELL CITY, AL, 35128
- Plan Type: DC
- Total Participants: 1
- Total Assets: $690,928
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1 | $690,928 | $0 | $0 |
| 2023 | 1 | $683,064 | $0 | $0 |
| 2022 | 1 | $646,361 | $0 | $0 |