Plan Snapshot
- Plan Sponsor: R.O. Harrell, INC.
- Sponsor EIN: 814607822
- Sponsor Address: 3140 PHILPOTT RD, SOUTH BOSTON, VA, 24592
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 55 | $1.4M | $16,292 | $92,635 |
| 2023 | 57 | $1.4M | $20,537 | $103,162 |
| 2022 | 80 | $1.3M | $17,097 | $155,581 |