Plan Snapshot
- Plan Sponsor: Gordon, Dana & Gilmore, LLC
- Sponsor EIN: 331023115
- Sponsor Address: 600 UNIVERSITY PARK PLACE SUITE 100, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $3.9M | $0 | $0 |
| 2024 | 11 | $3.3M | $50,436 | $125,925 |
| 2023 | 12 | $3.0M | $54,827 | $112,175 |
| 2022 | 13 | $2.5M | $52,592 | $107,350 |