Little-Morris, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Little-Morris, LLP
  • Sponsor EIN: 841369227
  • Sponsor Address: P.O. BOX 1157, BOISE, ID, 837011157
  • Plan Type: DC
  • Total Participants: 33
  • Total Assets: $15.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$15.0M$408,246$349,987
202335$12.5M$383,837$374,894
202235$9.9M$353,693$345,983

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