Plan Snapshot
- Plan Sponsor: Riley, Caldwell, Cork & Alvis, P.A.
- Sponsor EIN: 640789407
- Sponsor Address: P.O. BOX 1836, TUPELO, MS, 38802
- Plan Type: DC
- Total Participants: 7
- Total Assets: $5.0M
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 | 7 | $5.0M | $60,000 | $0 |
| 2023 | 7 | $4.5M | $90,000 | $0 |
| 2022 | 7 | $3.8M | $60,000 | $0 |