Plan Snapshot
- Plan Sponsor: Charles Walters & Associates, P.C.
- Sponsor EIN: 841094530
- Sponsor Address: 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 4
- Total Assets: $3.3M
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. |
|---|
| 2025 | 4 | $3.3M | $0 | $0 |
| 2024 | 3 | $3.1M | $9,875 | $0 |
| 2023 | 3 | $2.8M | $25,750 | $0 |
| 2022 | 3 | $2.5M | $100,001 | $52,000 |