Plan Snapshot
- Plan Sponsor: Mcrae, Smith, Peek, Harman & Monroe, LLP
- Sponsor EIN: 581091188
- Sponsor Address: 111 BRIDGEPOINT PLAZA, 3RD FLOOR, ROME, GA, 30161
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $12.7M
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 | 33 | $12.7M | $147,908 | $277,641 |
| 2023 | 30 | $10.6M | $147,307 | $192,229 |
| 2022 | 31 | $9.0M | $122,389 | $212,079 |
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