Plan Snapshot
- Plan Sponsor: Sloat And Nicholson PC
- Sponsor EIN: 841014152
- Sponsor Address: 1823 FOLSOM ST STE 100, BOULDER, CO, 803025738
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $383,863
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 | 7 | $383,863 | $17,653 | $24,547 |
| 2023 | 6 | $634,154 | $14,179 | $18,419 |
| 2022 | 5 | $594,913 | $21,514 | $40,308 |