Plan Snapshot
- Plan Sponsor: Moon, Wright & Houston, PLLC
- Sponsor EIN: 275368664
- Sponsor Address: 212 N. MCDOWELL STREET, CHARLOTTE, NC, 28204
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.9M
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 | 4 | $2.9M | $33,934 | $68,896 |
| 2023 | 4 | $2.5M | $24,662 | $67,450 |
| 2022 | 4 | $2.0M | $30,786 | $68,785 |