Plan Snapshot
- Plan Sponsor: Pritchard, Mccall & Jones, LLC
- Sponsor EIN: 630319737
- Sponsor Address: 1210 FINANCIAL CENTER, BIRMINGHAM, AL, 352034662
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $9.8M
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 | 4 | $9.8M | $10,000 | $28,423 |
| 2023 | 4 | $8.7M | $10,000 | $31,264 |
| 2022 | 4 | $9.1M | $20,000 | $59,665 |