Plan Snapshot
- Plan Sponsor: Penn Stuart & Eskridge
- Sponsor EIN: 541064212
- Sponsor Address: 208 E. MAIN STREET, ABINGDON, VA, 24210
- Plan Type: DC
- Total Participants: 73
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 73 | $49.3M | $873,089 | $389,313 |
| 2023 | 75 | $44.4M | $1.0M | $413,722 |
| 2022 | 70 | $37.6M | $1.5M | $363,056 |