Plan Snapshot
- Plan Sponsor: Kristopher K Greenwood Lc
- Sponsor EIN: 611411016
- Sponsor Address: 195 25TH ST STE 304, OGDEN, UT, 844011388
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 19 | $1.6M | $30,961 | $139,434 |
| 2024 | 15 | $1.3M | $28,616 | $136,730 |
| 2023 | 17 | $1.0M | $26,677 | $135,082 |
| 2022 | 15 | $741,697 | $20,927 | $80,996 |