Plan Snapshot
- Plan Sponsor: H Smith Richardson Testamentary Trust
- Sponsor EIN: 561105068
- Sponsor Address: 701 GREEN VALLEY RD., STE. 306, GREENSBORO, NC, 274087096
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.3M
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 | 5 | $2.3M | $12,681 | $23,000 |
| 2023 | 4 | $2.0M | $11,806 | $22,500 |
| 2022 | 4 | $1.7M | $11,416 | $20,500 |