Plan Snapshot
- Plan Sponsor: Southern Real Estate Company Of Charlotte, INC. Dba Nai Southern Real
- Sponsor EIN: 560408435
- Sponsor Address: 4201CONGRESS STREET, CHARLOTTE, NC, 28209
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $5.0M
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 | 27 | $5.0M | $31,446 | $163,151 |
| 2023 | 26 | $5.0M | $36,849 | $159,697 |
| 2022 | 30 | $4.8M | $41,108 | $177,851 |