Plan Snapshot
- Plan Sponsor: Tavis Corporation
- Sponsor EIN: 941706892
- Sponsor Address: 3636 HIGHWAY 49 SOUTH, MARIPOSA, CA, 95338
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $11.6M
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 | 57 | $11.6M | $254,573 | $318,824 |
| 2023 | 47 | $10.2M | $52,244 | $295,203 |
| 2022 | 42 | $8.7M | $238,421 | $258,043 |