Plan Snapshot
- Plan Sponsor: Meridian Financial Services, INC.
- Sponsor EIN: 561663191
- Sponsor Address: 1636 HENDERSONVILLE ROAD, STE. 135, ASHEVILLE, NC, 28803
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 21
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 21 | $3.2M | $7,895 | $19,524 |