Plan Snapshot
- Plan Sponsor: Olive, Sanchez & Associates, PLLC.
- Sponsor EIN: 922567561
- Sponsor Address: P.O. BOX 31515, CHARLOTTE, NC, 28231
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.4M
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 | $1.4M | $31,486 | $89,604 |