Plan Snapshot
- Plan Sponsor: Marsh Properties, LLC
- Sponsor EIN: 320399222
- Sponsor Address: 2401 PARK ROAD, CHARLOTTE, NC, 28203
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 64 | $22.3M | $512,434 | $310,010 |
| 2023 | 61 | $21.5M | $444,243 | $258,215 |
| 2022 | 62 | $18.8M | $613,301 | $248,191 |