Plan Snapshot
- Plan Sponsor: Holladay Bank & Trust
- Sponsor EIN: 870301497
- Sponsor Address: 2020 EAST 4800 SOUTH, HOLLADAY, UT, 841170576
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $2.2M | $25,530 | $48,715 |
| 2023 | 8 | $1.6M | $24,213 | $44,556 |
| 2022 | 8 | $1.5M | $23,206 | $37,698 |