Plan Snapshot
- Plan Sponsor: Marks & Williams LLC
- Sponsor EIN: 582279621
- Sponsor Address: 7390 MCGINNIS FERRY RD STE 200, SUWANEE, GA, 300241291
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.4M
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. |
|---|
| 2024 | 4 | $1.4M | $19,640 | $73,293 |
| 2023 | 4 | $1.0M | $17,389 | $63,610 |
| 2022 | 4 | $694,195 | $14,373 | $58,297 |