Plan Snapshot
- Plan Sponsor: Surratt Thompson & Ceberio, PLLC
- Sponsor EIN: 260026841
- Sponsor Address: 210 S CHERRY ST., WINSTON SALEM, NC, 27101
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.0M
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 | 2 | $2.0M | $33,461 | $28,610 |
| 2023 | 2 | $1.7M | $0 | $28,955 |
| 2022 | 3 | $1.7M | $37,818 | $35,000 |