Plan Snapshot
- Plan Sponsor: Integrity Financial Planning I
- Sponsor EIN: 271960190
- Sponsor Address: 1315 2ND ST SW STE 102, ROANOKE, VA, 240164935
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $325,827
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $325,827 | $24,386 | $54,737 |
| 2023 | 11 | $418,347 | $22,195 | $70,304 |
| 2022 | 12 | $281,560 | $18,539 | $63,081 |