Plan Snapshot
- Plan Sponsor: Eric Smith Associates, P.C.
- Sponsor EIN: 841009968
- Sponsor Address: 1919 7TH STREET, BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.3M
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 | 14 | $3.3M | $213,817 | $124,124 |
| 2023 | 13 | $2.6M | $150,690 | $90,516 |
| 2022 | 14 | $2.1M | $118,856 | $87,142 |