Plan Snapshot
- Plan Sponsor: R & A Cpas, P.C.
- Sponsor EIN: 860550947
- Sponsor Address: 4542 EAST CAMP LOWELL DRIVE, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $11.3M
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 | 42 | $11.3M | $122,719 | $527,641 |
| 2023 | 44 | $9.6M | $195,860 | $452,647 |
| 2022 | 43 | $8.3M | $162,346 | $411,624 |
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