Plan Snapshot
- Plan Sponsor: Copeland, Franco, Screws & Gill, P.A.
- Sponsor EIN: 630658250
- Sponsor Address: 444 SOUTH PERRY STREET, MONTGOMERY, AL, 36104
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $12.0M | $52,900 | $98,680 |
| 2023 | 18 | $11.1M | $244,737 | $182,660 |
| 2022 | 19 | $9.4M | $26,000 | $71,750 |