Plan Snapshot
- Plan Sponsor: David G. Terry, P.C.
- Sponsor EIN: 930906704
- Sponsor Address: 1228 SE DOUGLAS AVENUE, ROSEBURG, OR, 97470
- Plan Type: DC
- Total Participants: 4
- Total Assets: $791,351
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 | 4 | $791,351 | $2,665 | $0 |
| 2023 | 4 | $750,074 | $2,209 | $0 |
| 2022 | 3 | $668,166 | $3,011 | $0 |