Plan Snapshot
- Plan Sponsor: Holt And Associates, PLLC
- Sponsor EIN: 640886275
- Sponsor Address: 2815 HIGHWAY 15 N, LAUREL, MS, 39440
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $1.9M | $54,479 | $90,655 |
| 2023 | 8 | $1.5M | $41,807 | $76,615 |
| 2022 | 6 | $1.1M | $35,793 | $56,630 |