Plan Snapshot
- Plan Sponsor: Smith And Howard Advisory LLC
- Sponsor EIN: 920749631
- Sponsor Address: 271 17TH STREET N.W., SUITE 2100, ATLANTA, GA, 30363
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 276
- Total Assets: $42.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 276 | $42.7M | $1.0M | $2.6M |