Harris, Caddell And Shanks, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Harris, Caddell And Shanks, P.C.
  • Sponsor EIN: 630657406
  • Sponsor Address: P. O. BOX 2688, DECATUR, AL, 35602
  • Plan Type: DC
  • Total Participants: 17
  • Total Assets: $10.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$10.0M$143,009$3,600
202317$8.5M$133,961$3,000
202215$7.1M$114,182$4,700

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