Plan Snapshot
- Plan Sponsor: William T. Brooks And Associates, INC.
- Sponsor EIN: 561422755
- Sponsor Address: 301 N. ELM ST, GREENSBORO, NC, 27401
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $3.4M
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 | 37 | $3.4M | $91,906 | $276,184 |
| 2023 | 30 | $2.9M | $73,210 | $243,305 |
| 2022 | 25 | $2.3M | $63,086 | $186,433 |