Plan Snapshot
- Plan Sponsor: The Terry Law Firm, P.C.
- Sponsor EIN: 621836766
- Sponsor Address: P.O. BOX 724, MORRISTOWN, TN, 37815
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 15 | $4.4M | $188,886 | $71,971 |
| 2023 | 13 | $3.7M | $185,411 | $71,050 |
| 2022 | 13 | $3.0M | $173,453 | $65,002 |