Plan Snapshot
- Plan Sponsor: Todd, Bremer & Lawson, INC.
- Sponsor EIN: 570605947
- Sponsor Address: P.O. BOX 36788, ROCK HILL, SC, 29732
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 29
- Total Assets: $8.2M
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. |
|---|
| 2025 | 29 | $8.2M | $0 | $0 |
| 2024 | 25 | $6.8M | $66,320 | $173,146 |
| 2023 | 22 | $6.7M | $72,879 | $176,872 |
| 2022 | 28 | $6.7M | $101,194 | $235,903 |