Plan Snapshot
- Plan Sponsor: Clay Williams & Associates, INC.
- Sponsor EIN: 030442058
- Sponsor Address: 2796 N. HIGHLAND AVE., JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 3 | $1.5M | $23,165 | $40,165 |
| 2024 | 3 | $1.3M | $21,960 | $38,660 |
| 2023 | 3 | $1.1M | $20,540 | $37,340 |
| 2022 | 3 | $865,255 | $21,160 | $35,960 |