Plan Snapshot
- Plan Sponsor: Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A.
- Sponsor EIN: 561817454
- Sponsor Address: 7257 PINEVILLE-MATTHEW RD STE 2100, CHARLOTTE, NC, 28226
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 16 | $3.5M | $36,766 | $59,428 |
| 2023 | 17 | $3.3M | $32,926 | $57,182 |
| 2022 | 17 | $3.0M | $33,944 | $68,212 |
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