Plan Snapshot
- Plan Sponsor: Cowin & Company, INC.
- Sponsor EIN: 630181840
- Sponsor Address: 301 INDUSTRIAL DRIVE, BIRMINGHAM, AL, 35211
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $12.6M
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 | 39 | $12.6M | $38,156 | $270,468 |
| 2023 | 46 | $11.3M | $318,170 | $247,167 |
| 2022 | 42 | $9.8M | $136,171 | $226,991 |