Plan Snapshot
- Plan Sponsor: Cumberland Securities, INC.
- Sponsor EIN: 453047907
- Sponsor Address: 918 CHEROKEE BOULEVARD, KNOXVILLE, TN, 37919
- Plan Type: DB
- Total Participants: 5
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $5.5M | $175,000 | $0 |
| 2023 | 6 | $6.0M | $348,655 | $0 |
| 2022 | 6 | $6.3M | $533,550 | $0 |