Plan Snapshot
- Plan Sponsor: Assurance One Of Texas, LLC
- Sponsor EIN: 760689536
- Sponsor Address: 245 COMMERCE GREEN BLVD STE 110, SUGAR LAND, TX, 774783758
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $1.2M
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 | 6 | $1.2M | $14,816 | $34,447 |
| 2023 | 6 | $1.0M | $14,706 | $65,433 |
| 2022 | 7 | $789,678 | $14,105 | $63,650 |
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