Plan Snapshot
- Plan Sponsor: Cushing, Morris, Armbruster & Montgomery, LLP
- Sponsor EIN: 581632564
- Sponsor Address: WILLIAM ELLARD, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $13.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $13.0M | $378,507 | $0 |
| 2023 | 17 | $12.5M | $416,074 | $0 |
| 2022 | 15 | $10.7M | $363,492 | $0 |