Plan Snapshot
- Plan Sponsor: Windham Brannon, LLC
- Sponsor EIN: 581763439
- Sponsor Address: 3630 PEACHTREE RD NE SUITE 600, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 235
- Total Assets: $44.1M
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. |
|---|
| 2023 | 235 | $44.1M | $771,709 | $2.4M |
| 2022 | 200 | $34.9M | $647,897 | $2.1M |