Plan Snapshot
- Plan Sponsor: S. A. Morman And Company
- Sponsor EIN: 381606089
- Sponsor Address: 1100 GEZON PKWY S.W., GRAND RAPIDS, MI, 49501
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 88 | $8.8M | $51,851 | $483,280 |
| 2023 | 83 | $8.1M | $55,983 | $439,198 |
| 2022 | 78 | $10.5M | $57,485 | $444,319 |