Plan Snapshot
- Plan Sponsor: Gleaves Swearingen Potter & Scott LLP
- Sponsor EIN: 930383840
- Sponsor Address: 975 OAK ST STE 800, EUGENE, OR, 97401
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $8.3M
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 | 18 | $8.3M | $53,135 | $94,290 |
| 2023 | 20 | $7.6M | $61,340 | $102,044 |
| 2022 | 22 | $6.5M | $67,452 | $125,181 |