Plan Snapshot
- Plan Sponsor: Lloyd, Gray, Whitehead & Monroe, P.C.
- Sponsor EIN: 631007931
- Sponsor Address: 880 MONTCLAIR ROAD, BIRMINGHAM, AL, 35213
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $15.7M
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 | 56 | $15.7M | $245,257 | $378,282 |
| 2023 | 58 | $15.1M | $404,854 | $377,934 |
| 2022 | 58 | $14.8M | $196,308 | $447,048 |