Plan Snapshot
- Plan Sponsor: Phelps, Jenkins, Gibson & Fowler LLP
- Sponsor EIN: 630575573
- Sponsor Address: 1201 GREENSBORO AVENUE, TUSCALOOSA, AL, 35401
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 23 | $9.9M | $69,447 | $66,782 |
| 2023 | 20 | $11.1M | $66,913 | $78,463 |
| 2022 | 17 | $9.2M | $60,097 | $73,495 |
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