Plan Snapshot
- Plan Sponsor: Investment & Retirement Advisors, LLC
- Sponsor EIN: 260088389
- Sponsor Address: 215A CASTLEWOOD DRIVE, MURFREESBORO, TN, 37129
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.1M
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 | 4 | $1.1M | $2,068 | $5,169 |
| 2023 | 5 | $259,027 | $71,188 | $71,652 |
| 2022 | 4 | $79,455 | $19,425 | $61,295 |