Plan Snapshot
- Plan Sponsor: Vial Fotheringham LLP
- Sponsor EIN: 931235391
- Sponsor Address: 6000 MEADOWS ROAD, SUITE 500, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $9.3M
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 | 74 | $9.3M | $246,488 | $533,805 |
| 2023 | 58 | $7.5M | $236,234 | $464,469 |
| 2022 | 67 | $6.1M | $231,796 | $411,385 |