Plan Snapshot
- Plan Sponsor: Richard D Adelman
- Sponsor EIN: 561560351
- Sponsor Address: 7320 SIX FORKS RD, RALEIGH, NC, 27615
- Plan Type: DC
- Plan Number: 001
- Total Participants: 12
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 12 | $1.6M | $75,064 | $0 |
| 2023 | 10 | $1.2M | $75,068 | $0 |
| 2022 | 10 | $927,756 | $72,729 | $0 |
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