Plan Snapshot
- Plan Sponsor: Staggers, Heare & Whiteman, P.A.
- Sponsor EIN: 521572164
- Sponsor Address: 11801 UPPER POTOMAC, CUMBERLAND, MD, 21502
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $6.9M
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. |
|---|
| 2024 | 28 | $6.9M | $75,000 | $194,462 |
| 2023 | 32 | $5.9M | $75,000 | $193,103 |
| 2022 | 33 | $4.8M | $75,000 | $176,950 |