Plan Snapshot
- Plan Sponsor: B & O Management Company, LLC
- Sponsor EIN: 134271483
- Sponsor Address: 10001 REUNION PLACE, SUITE 230, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $5.8M
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 | 36 | $5.8M | $74,917 | $170,341 |
| 2023 | 32 | $5.1M | $26,910 | $208,850 |
| 2022 | 32 | $4.6M | $29,835 | $216,348 |