Plan Snapshot
- Plan Sponsor: Plannernet, INC.
- Sponsor EIN: 753094075
- Sponsor Address: 207 W MILLBROOK RD, RALEIGH, NC, 27609
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $4.2M
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 | 41 | $4.2M | $112,183 | $251,587 |
| 2023 | 37 | $3.4M | $110,996 | $256,181 |
| 2022 | 29 | $2.7M | $101,310 | $204,003 |