Plan Snapshot
- Plan Sponsor: Terry Barr Sales, LLC
- Sponsor EIN: 383210741
- Sponsor Address: 29600 NORTHWESTERN HWY STE 102, SOUTHFIELD, MI, 48034
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 15
- Total Assets: $10.0M
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. |
|---|
| 2023 | 15 | $10.0M | $53,262 | $268,649 |
| 2022 | 15 | $7.3M | $49,957 | $261,426 |
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