Plan Snapshot
- Plan Sponsor: Union Academy
- Sponsor EIN: 562172412
- Sponsor Address: 675 N MARTIN LUTHER KING JR, MONROE, NC, 28110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 390
- 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. |
|---|
| 2022 | 390 | $6.4M | $445,849 | $501,174 |