Plan Snapshot
- Plan Sponsor: Barlow, Garsek & Simon, LLP
- Sponsor EIN: 320118555
- Sponsor Address: 100 LEXINGTON STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.8M
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 | 8 | $2.8M | $45,460 | $91,101 |
| 2023 | 9 | $2.6M | $37,575 | $116,939 |
| 2022 | 9 | $2.7M | $57,703 | $153,138 |