Plan Snapshot
- Plan Sponsor: Stewart Perry Company, INC.
- Sponsor EIN: 630882840
- Sponsor Address: 4855 OVERTON ROAD, BIRMINGHAM, AL, 35210
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $10.4M
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 | 66 | $10.4M | $258,037 | $466,391 |
| 2023 | 125 | $8.9M | $262,715 | $426,805 |
| 2022 | 79 | $7.8M | $211,103 | $376,599 |