Plan Snapshot
- Plan Sponsor: Collins-Maury, INC. Realtors
- Sponsor EIN: 621333494
- Sponsor Address: 968 CIVIC CENTER DRIVE, #103, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.5M
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 | 11 | $1.5M | $0 | $35,150 |
| 2023 | 14 | $1.3M | $0 | $44,150 |
| 2022 | 13 | $1.1M | $0 | $42,433 |