Plan Snapshot
- Plan Sponsor: Herndon Morton Herndon & Yaeger
- Sponsor EIN: 550589014
- Sponsor Address: 83 EDGINGTON LN, WHEELING, WV, 260031541
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $13.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $13.1M | $191,574 | $143,960 |
| 2023 | 13 | $11.8M | $196,429 | $138,080 |
| 2022 | 12 | $10.1M | $166,029 | $116,905 |