Plan Snapshot
- Plan Sponsor: Uzun&Case, LLC
- Sponsor EIN: 464734558
- Sponsor Address: 1230 PEACHTREE STREET NE, ATLANTA, GA, 303093571
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 111 | $20.8M | $0 | $0 |
| 2024 | 69 | $17.9M | $297,556 | $755,568 |
| 2023 | 74 | $18.4M | $290,474 | $769,576 |
| 2022 | 74 | $15.5M | $269,180 | $730,470 |