Plan Snapshot
- Plan Sponsor: Christian & Small LLP
- Sponsor EIN: 631254348
- Sponsor Address: 505 20TH ST. NO., STE. 1800, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $25.1M
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 | 63 | $25.1M | $491,798 | $550,418 |
| 2023 | 62 | $22.1M | $231,817 | $615,840 |
| 2022 | 55 | $17.9M | $202,024 | $432,049 |