# Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/abernathy-roeder-boyd-hullett-p-c-401k-plan

> Abernathy, Roeder, Boyd & Hullett, P.C.'s 401(k) plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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