Plan Snapshot
- Plan Sponsor: Foti, Flynn, Lowen & Company PC
- Sponsor EIN: 208087076
- Sponsor Address: P O BOX 12765, ROANOKE, VA, 24011
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $6.9M
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 | 41 | $6.9M | $268,887 | $386,214 |
| 2023 | 38 | $5.5M | $188,063 | $326,957 |
| 2022 | 35 | $4.3M | $108,043 | $278,767 |