Plan Snapshot
- Plan Sponsor: Fitz Enterprises, INC.
- Sponsor EIN: 930691471
- Sponsor Address: 232 NE MIDDLEFIELD ROAD, PORTLAND, OR, 97211
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $1.7M
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 | 38 | $1.7M | $60,972 | $123,149 |
| 2023 | 36 | $1.4M | $60,959 | $91,081 |
| 2022 | 28 | $1.0M | $48,823 | $63,012 |