Plan Snapshot
- Plan Sponsor: Durham & Bates Agencies, INC.
- Sponsor EIN: 930463663
- Sponsor Address: 1211 SW 5TH AVENUE, SUITE 2800, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 33
- Total Assets: $39.2M
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 | 33 | $39.2M | $151,325 | $0 |
| 2023 | 36 | $16.1M | $555,880 | $0 |
| 2022 | 33 | $14.8M | $786,815 | $0 |