Plan Snapshot
- Plan Sponsor: Locher & Davis, PLC
- Sponsor EIN: 461709617
- Sponsor Address: PO BOX 7, FARLEY, IA, 52046
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.2M | $35,664 | $176,697 |
| 2023 | 11 | $2.5M | $0 | $149,065 |
| 2022 | 9 | $1.9M | $0 | $127,886 |