Plan Snapshot
- Plan Sponsor: Williams & Associates, INC.
- Sponsor EIN: 411224279
- Sponsor Address: 405 E 78TH ST, BLOOMINGTON, MN, 55420
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 55 | $3.8M | $24,598 | $182,546 |
| 2023 | 56 | $4.0M | $23,048 | $157,406 |
| 2022 | 63 | $4.7M | $25,135 | $140,011 |