Plan Snapshot
- Plan Sponsor: Downey & Scott, LLC
- Sponsor EIN: 541965567
- Sponsor Address: 6799 KENNEDY ROAD, WARRENTON, VA, 201873982
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 32 | $4.5M | $97,107 | $260,539 |
| 2023 | 35 | $4.1M | $82,906 | $263,448 |
| 2022 | 26 | $3.3M | $66,266 | $199,942 |