# Upstate Tarheels, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upstate-tarheels-inc-401k-plan

> Upstate Tarheels, INC.'s 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstate Tarheels, INC.

- **Sponsor EIN:** 264644216

- **Sponsor Address:** 716 EAST GREENVILLE STREET, ANDERSON, SC, 29621

- **Plan Type:** 401(k)

- **Total Participants:** 64

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|64|$1.3M|$28,459|$83,477|

| 2023|59|$1.1M|$29,804|$83,155|

| 2022|98|$922,236|$27,643|$76,272|

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