Plan Snapshot
- Plan Sponsor: Hellam, Varon & Co., INC. P.S.
- Sponsor EIN: 911223179
- Sponsor Address: 1750 112TH AVENUE NE, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $19.3M
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 | 46 | $19.3M | $423,130 | $669,454 |
| 2023 | 41 | $16.8M | $445,416 | $578,468 |
| 2022 | 39 | $14.3M | $416,691 | $566,598 |