Plan Snapshot
- Plan Sponsor: Frank W. Cawood & Associates, INC.
- Sponsor EIN: 581496119
- Sponsor Address: 103 CLOVER GRN, PEACHTREE CITY, GA, 30269
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 39 | $9.4M | $0 | $163,985 |
| 2023 | 45 | $11.0M | $132 | $222,530 |
| 2022 | 48 | $10.4M | $0 | $235,177 |