Plan Snapshot
- Plan Sponsor: Whittington, Jones & Rudert, Cpas, LLC
- Sponsor EIN: 461381910
- Sponsor Address: P.O. BOX 1264, ROME, GA, 301621264
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $3.4M | $32,717 | $114,608 |
| 2023 | 20 | $2.9M | $28,598 | $138,334 |
| 2022 | 19 | $2.5M | $30,923 | $134,139 |