Plan Snapshot
- Plan Sponsor: Kern & Thompson, LLC
- Sponsor EIN: 931157146
- Sponsor Address: 1800 SW FIRST AVE., PORTLAND, OR, 972015333
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 20 | $2.8M | $69,057 | $274,829 |
| 2023 | 18 | $2.6M | $68,398 | $254,969 |
| 2022 | 19 | $1.9M | $59,507 | $212,980 |