Plan Snapshot
- Plan Sponsor: Ward, Anderson, Porritt & Bryant, PLC
- Sponsor EIN: 382960958
- Sponsor Address: 4190 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI, 48302
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.6M
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. |
|---|
| 2024 | 10 | $2.6M | $48,082 | $100,680 |
| 2023 | 14 | $2.0M | $83,888 | $107,693 |
| 2022 | 13 | $1.7M | $0 | $110,540 |