Plan Snapshot
- Plan Sponsor: Harper & Company Cpa'S, LLC.
- Sponsor EIN: 812793035
- Sponsor Address: 1396 KING AVE., COLUMBUS, OH, 432122221
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 10 | $1.1M | $112,707 | $113,441 |
| 2023 | 12 | $1.2M | $117,592 | $124,636 |
| 2022 | 12 | $1.8M | $121,939 | $123,339 |