Plan Snapshot
- Plan Sponsor: U&I Utility & Industrial LLC
- Sponsor EIN: 465412548
- Sponsor Address: 1100 E AJO WAY SUITE 208, TUCSON, AZ, 85713
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $293,050
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 4 | $293,050 | $7,610 | $13,504 |
| 2022 | 6 | $326,244 | $9,408 | $18,090 |