Plan Snapshot
- Plan Sponsor: Cw Alexander Agency, INC.
- Sponsor EIN: 841876273
- Sponsor Address: 153 STONE CREEK DRIVE, MADISON, MS, 39110
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $205,905
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. |
|---|
| 2025 | 3 | $205,905 | $2,734 | $3,417 |
| 2024 | 3 | $156,239 | $2,576 | $3,218 |
| 2023 | 2 | $124,581 | $2,640 | $3,300 |
| 2022 | 2 | $90,510 | $2,520 | $3,150 |