Plan Snapshot
- Plan Sponsor: Foster Denman LLP
- Sponsor EIN: 930748977
- Sponsor Address: PO BOX 1667, MEDFORD, OR, 975010128
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $6.0M | $110,695 | $123,234 |
| 2023 | 14 | $5.6M | $112,455 | $123,279 |
| 2022 | 15 | $5.0M | $106,936 | $128,628 |