Plan Snapshot
- Plan Sponsor: Updegrove Mcdaniel Mcmullen Chiccehitto PLC
- Sponsor EIN: 541391150
- Sponsor Address: 5 LOUDOUN ST SW STE B, LEESBURG, VA, 201752908
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $4.6M
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 | 33 | $4.6M | $102,986 | $265,410 |
| 2023 | 29 | $8.0M | $98,051 | $280,963 |
| 2022 | 30 | $6.8M | $100,780 | $280,276 |