Plan Snapshot
- Plan Sponsor: Dempsey, Vantrease & Follis, PLLC
- Sponsor EIN: 621736974
- Sponsor Address: 630 SOUTH CHURCH STREET, SUITE 300, MURFREESBORO, TN, 37130
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $10.9M
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. |
|---|
| 2024 | 35 | $10.9M | $150,667 | $329,405 |
| 2023 | 38 | $9.2M | $319,810 | $152,621 |
| 2022 | 36 | $7.9M | $125,662 | $301,446 |