Plan Snapshot
- Plan Sponsor: Hughes White Colbo & Tervooren, LLC
- Sponsor EIN: 920041193
- Sponsor Address: 4241 B STREET SUITE 202, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $9.0M | $43,064 | $47,539 |
| 2023 | 10 | $8.2M | $44,815 | $45,730 |
| 2022 | 11 | $7.2M | $47,886 | $66,801 |