Plan Snapshot
- Plan Sponsor: Ag&E Associates, P.L.L.C.
- Sponsor EIN: 200819808
- Sponsor Address: 901 MAIN STREET, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $7.9M
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 | 123 | $7.9M | $403,061 | $987,816 |
| 2023 | 84 | $6.3M | $314,067 | $780,802 |
| 2022 | 84 | $3.9M | $212,756 | $548,351 |