Plan Snapshot
- Plan Sponsor: Sewell & Neal, PLLC
- Sponsor EIN: 611275617
- Sponsor Address: 220 WEST MAIN STREET, SUITE 1800, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.4M
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 | 24 | $2.4M | $55,211 | $95,933 |
| 2023 | 18 | $2.4M | $72,244 | $118,513 |
| 2022 | 20 | $2.3M | $70,923 | $115,834 |