Plan Snapshot
- Plan Sponsor: Ivester Investments, INC.
- Sponsor EIN: 561388159
- Sponsor Address: PO BOX 2996, HUNTERSVILLE, NC, 280702996
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $4.5M
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 | 72 | $4.5M | $166,199 | $130,085 |
| 2023 | 72 | $4.5M | $166,199 | $130,085 |