Plan Snapshot
- Plan Sponsor: Talbot, Korvola & Warwick, LLP
- Sponsor EIN: 930954337
- Sponsor Address: 14945 SW SEQUOIA PKWY., PORTLAND, OR, 97224
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 35 | $7.4M | $105,354 | $378,137 |
| 2023 | 34 | $5.2M | $78,481 | $349,271 |
| 2022 | 33 | $4.0M | $67,030 | $281,725 |