Plan Snapshot
- Plan Sponsor: Berman & Savage, P.C.
- Sponsor EIN: 870430009
- Sponsor Address: 2455 PARLEYS WAY, SALT LAKE CITY, UT, 84109
- Plan Type: DC
- Total Participants: 8
- Total Assets: $1.8M
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 | 8 | $1.8M | $0 | $7,187 |
| 2023 | 8 | $1.8M | $0 | $7,187 |
| 2022 | 8 | $1.4M | $0 | $8,190 |
| 2016 | 8 | $1.2M | $0 | $3,125 |
| 2015 | 8 | $1.1M | $0 | $5,612 |