Plan Snapshot
- Plan Sponsor: Miles & Schmitt, Md, PC
- Sponsor EIN: 630620636
- Sponsor Address: 141 VILLAGE STREET, BIRMINGHAM, AL, 352356481
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $4.2M | $27,437 | $67,974 |
| 2023 | 14 | $4.9M | $39,372 | $95,222 |
| 2022 | 16 | $4.2M | $127,602 | $87,322 |