Plan Snapshot
- Plan Sponsor: R David Adams Associates
- Sponsor EIN: 911186630
- Sponsor Address: PO BOX 77501, SEATTLE, WA, 981770501
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 25 | $2.2M | $0 | $10,965 |
| 2023 | 21 | $2.0M | $0 | $10,581 |
| 2022 | 23 | $2.0M | $0 | $10,234 |