Plan Snapshot
- Plan Sponsor: Hatchett & Fagan Direct, INC.
- Sponsor EIN: 631141339
- Sponsor Address: 3500 BLUE LAKE DRIVE, BIRMINGHAM, AL, 35243
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.5M
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 | 3 | $1.5M | $11,120 | $63,900 |
| 2023 | 3 | $1.2M | $11,120 | $62,999 |
| 2022 | 3 | $1.6M | $11,120 | $62,865 |