Plan Snapshot
- Plan Sponsor: Abernathy, Roeder, Boyd & Hullett, P.C.
- Sponsor EIN: 752219116
- Sponsor Address: 1700 REDBUD BLVD., MCKINNEY, TX, 75069
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $9.1M
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 | 60 | $9.1M | $298,587 | $553,171 |
| 2023 | 56 | $7.6M | $266,647 | $557,071 |
| 2022 | 55 | $8.0M | $226,360 | $491,916 |