Plan Snapshot
- Plan Sponsor: Estes & Walcott
- Sponsor EIN: 203807867
- Sponsor Address: PO BOX 749, DALTON, GA, 30722
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 6 | $4.7M | $20,454 | $195,822 |
| 2022 | 7 | $3.4M | $18,629 | $127,763 |