# Talbot, Korvola & Warwick, LLP 401(k) Plan
Source: https://planprovider.pro/companies/talbot-korvola-warwick-llp-401k-plan

> Talbot, Korvola & Warwick, LLP's 401(k) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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