Plan Snapshot
- Plan Sponsor: Ortale Kelley
- Sponsor EIN: 620815814
- Sponsor Address: 330 COMMERCE STREET, NASHVILLE, TN, 37201
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $12.8M
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 | 39 | $12.8M | $150,000 | $191,559 |
| 2023 | 44 | $10.7M | $150,000 | $230,084 |
| 2022 | 57 | $8.7M | $150,000 | $280,816 |
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