Plan Snapshot
- Plan Sponsor: Mitchell, Mcleod, Pugh & Williams, INC.
- Sponsor EIN: 203706574
- Sponsor Address: 2610 DAUPHIN STREET, MOBILE, AL, 36606
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $4.2M
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 | 16 | $4.2M | $63,781 | $179,235 |
| 2023 | 17 | $3.9M | $139,105 | $198,228 |
| 2022 | 15 | $3.0M | $125,004 | $160,748 |