Plan Snapshot
- Plan Sponsor: Hickcox, Robertson & Stunda, LLC
- Sponsor EIN: 852218627
- Sponsor Address: 13010 MORRIS ROAD, ALPHARETTA, GA, 30004
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $7.2M | $133,868 | $130,906 |
| 2023 | 6 | $5.7M | $83,454 | $93,173 |
| 2022 | 5 | $4.7M | $76,305 | $82,340 |