Plan Snapshot
- Plan Sponsor: Warren, Kerr, Walston, Taylor & Sm
- Sponsor EIN: 560565160
- Sponsor Address: PO BOX 1616, GOLDSBORO, NC, 27533
- Plan Type: DC
- Total Participants: 4
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4 | $1.5M | $0 | $65,350 |
| 2023 | 3 | $1.2M | $0 | $10,651 |
| 2022 | 5 | $1.7M | $0 | $0 |