Plan Snapshot
- Plan Sponsor: Douglas & Greer, INC.
- Sponsor EIN: 620455860
- Sponsor Address: 6263 POPLAR, MEMPHIS, TN, 38119
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.6M
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. |
|---|
| 2025 | 8 | $5.6M | $70,618 | $58,794 |
| 2024 | 8 | $5.6M | $70,618 | $58,794 |
| 2023 | 8 | $5.2M | $93,209 | $123,738 |
| 2022 | 7 | $5.2M | $46,695 | $63,657 |