Plan Snapshot
- Plan Sponsor: Issuer Direct Corporation
- Sponsor EIN: 261331503
- Sponsor Address: 1 GLENWOOD AVENUE SUITE 1001, RALEIGH, NC, 27603
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $3.6M
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 | 75 | $3.6M | $89,895 | $363,570 |
| 2023 | 67 | $2.8M | $84,174 | $362,110 |
| 2022 | 68 | $2.2M | $69,403 | $308,336 |