Plan Snapshot
- Plan Sponsor: Underhill & Hodge, LLC
- Sponsor EIN: 471045545
- Sponsor Address: 8000 WALTON PARKWAY, SUITE 260, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.7M | $54,687 | $64,440 |
| 2023 | 3 | $1.4M | $19,067 | $913 |
| 2022 | 6 | $1.2M | $28,818 | $41,950 |