Plan Snapshot
- Plan Sponsor: Clarkson Walsh & Coulter, P.A
- Sponsor EIN: 571025309
- Sponsor Address: PO BOX 6728, GREENVILLE, SC, 29606
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 41 | $6.8M | $162,381 | $237,883 |
| 2023 | 36 | $6.1M | $147,019 | $228,348 |
| 2022 | 27 | $5.0M | $125,923 | $195,204 |