Plan Snapshot
- Plan Sponsor: Petersen Hastings Investment Management, INC.
- Sponsor EIN: 911216229
- Sponsor Address: 8203 W. QUINAULT AVE., SUITE 101, KENNEWICK, WA, 99336
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 31 | $11.5M | $356,386 | $182,993 |
| 2023 | 26 | $9.9M | $128,931 | $329,809 |
| 2022 | 25 | $8.2M | $243,244 | $331,418 |