Plan Snapshot
- Plan Sponsor: Williams/Dame & Associates, INC.
- Sponsor EIN: 263903443
- Sponsor Address: PO BOX 20876, PORTLAND, OR, 97294
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $490
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. |
|---|
| 2025 | 1 | $490 | $6,220 | $0 |
| 2024 | 3 | $2.3M | $10,330 | $0 |
| 2023 | 3 | $2.0M | $9,211 | $0 |
| 2022 | 3 | $1.8M | $9,000 | $0 |