Plan Snapshot
- Plan Sponsor: Miller Kory Rowe, LLP
- Sponsor EIN: 273982501
- Sponsor Address: 650 N 3RD AVE, PHOENIX, AZ, 85003
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 10 | $1.3M | $19,197 | $68,903 |
| 2023 | 13 | $1.2M | $13,113 | $23,847 |
| 2022 | 12 | $1.4M | $161,302 | $89,169 |