Plan Snapshot
- Plan Sponsor: Roland Agency, INC.
- Sponsor EIN: 820639318
- Sponsor Address: 2732 RICHARDSON RD., APEX, NC, 27502
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $280,000
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $280,000 | $0 | $0 |
| 2023 | 2 | $275,000 | $0 | $0 |
| 2022 | 2 | $260,000 | $0 | $0 |