Plan Snapshot
- Plan Sponsor: Davidson & Wren, P.A.
- Sponsor EIN: 562066790
- Sponsor Address: 1611 DEVONSHIRE DRIVE, COLUMBIA, SC, 29204
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 7 | $2.5M | $31,568 | $59,232 |
| 2023 | 7 | $2.6M | $33,322 | $37,679 |
| 2022 | 8 | $3.1M | $27,156 | $53,820 |