Plan Snapshot
- Plan Sponsor: Perry & Associates INC
- Sponsor EIN: 870306252
- Sponsor Address: 17 E WINCHESTER ST # 200, MURRAY, UT, 84107
- Plan Type: DC
- Total Participants: 1
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $4.9M | $0 | $0 |
| 2023 | 3 | $4.7M | $0 | $0 |
| 2022 | 3 | $4.5M | $0 | $0 |