Plan Snapshot
- Plan Sponsor: Potts-Dupre, Hawkins & Kramer Chartered
- Sponsor EIN: 521660807
- Sponsor Address: 900 SEVENTH STREET, N.W. STE 1020, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8 | $6.8M | $121,655 | $122,853 |
| 2023 | 8 | $6.2M | $108,469 | $105,994 |
| 2022 | 7 | $5.2M | $106,681 | $71,161 |