Plan Snapshot
- Plan Sponsor: Intervise Consultants, INC.
- Sponsor EIN: 521698773
- Sponsor Address: 509 QUINCE ORCHARD RD, GAITHERSBURG, MD, 20878
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 11 | $1.8M | $0 | $18,603 |
| 2023 | 21 | $2.0M | $0 | $25,306 |
| 2022 | 22 | $2.7M | $0 | $98,728 |