Plan Snapshot
- Plan Sponsor: Sherrill & Hutchins Financial Advisory, INC.
- Sponsor EIN: 581585803
- Sponsor Address: 4401 NORTHSIDE PKWY NW STE 425, ATLANTA, GA, 303273044
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $2.3M | $30,722 | $121,472 |
| 2023 | 8 | $2.1M | $28,909 | $109,093 |
| 2022 | 8 | $1.6M | $26,231 | $101,454 |