Plan Snapshot
- Plan Sponsor: Hollis, Wright & Clay, P.C.
- Sponsor EIN: 020538095
- Sponsor Address: 2201 MORRIS AVE, BIRMINGHAM, AL, 352034211
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $2.9M | $210,994 | $97,625 |
| 2023 | 14 | $2.3M | $195,609 | $91,723 |
| 2022 | 15 | $1.8M | $151,006 | $69,958 |