Plan Snapshot
- Plan Sponsor: Otteson Shapiro LLP
- Sponsor EIN: 841593987
- Sponsor Address: 7979 EAST TUFTS AVENUE, SUITE 1600, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $6.2M | $439,183 | $259,889 |
| 2023 | 17 | $5.3M | $404,673 | $238,137 |
| 2022 | 22 | $4.2M | $381,336 | $201,008 |