Plan Snapshot
- Plan Sponsor: Mitchell Brothers, INC.
- Sponsor EIN: 570707030
- Sponsor Address: PO BOX 352, BEAUFORT, SC, 29901
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 37 | $3.9M | $87,489 | $273,167 |
| 2023 | 36 | $4.0M | $81,769 | $274,123 |
| 2022 | 40 | $3.2M | $98,126 | $301,159 |