Plan Snapshot
- Plan Sponsor: Needham And Associates, INC.
- Sponsor EIN: 821341071
- Sponsor Address: 4958 VALLEYDALE ROAD, SUITE 252, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $325,000
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 | 3 | $325,000 | $0 | $0 |
| 2023 | 4 | $316,000 | $0 | $0 |
| 2022 | 4 | $309,068 | $0 | $0 |