Plan Snapshot
- Plan Sponsor: Triad/Holmes Associates
- Sponsor EIN: 770367865
- Sponsor Address: P.O. BOX 1570, MAMMOTH LAKES, CA, 93546
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $6.4M
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 | 28 | $6.4M | $103,159 | $164,825 |
| 2023 | 28 | $5.6M | $123,658 | $175,056 |
| 2022 | 28 | $4.7M | $88,470 | $157,854 |