Plan Snapshot
- Plan Sponsor: Spencer, Hager And Mosdell, PC
- Sponsor EIN: 541467814
- Sponsor Address: PO BOX 1165, ROANOKE, VA, 24006
- Plan Type: DC
- Plan Number: 001
- Total Participants: 9
- Total Assets: $902,112
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9 | $902,112 | $0 | $0 |
| 2024 | 8 | $937,035 | $40,000 | $0 |
| 2023 | 7 | $764,456 | $40,000 | $0 |
| 2022 | 7 | $607,537 | $0 | $0 |