Plan Snapshot
- Plan Sponsor: Hare, Wynn, Newell & Newton, LLP
- Sponsor EIN: 630334355
- Sponsor Address: 800 SHADES CREEK PARKWAY-SUITE 800, BIRMINGHAM, AL, 352094524
- Plan Type: DC
- Total Participants: 19
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $12.6M | $371,301 | $280,615 |
| 2023 | 27 | $14.0M | $345,533 | $282,838 |
| 2022 | 32 | $13.2M | $499,412 | $311,884 |
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