Plan Snapshot
- Plan Sponsor: Harris, Creech, Ward & Blackerby, P.A.
- Sponsor EIN: 561758896
- Sponsor Address: 325 POLLOCK STREET, NEW BERN, NC, 28560
- Plan Type: DC
- Total Participants: 10
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 10 | $16.0M | $157,054 | $31,340 |
| 2023 | 12 | $14.2M | $181,475 | $9,354 |
| 2022 | 16 | $14.4M | $212,442 | $36,670 |