Plan Snapshot
- Plan Sponsor: Baron & Budd, A Professional Corporation
- Sponsor EIN: 751573501
- Sponsor Address: 3102 OAK LAWN AVENUE, SUITE 1100, DALLAS, TX, 75219
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 183
- Total Assets: $55.2M
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. |
|---|
| 2023 | 183 | $55.2M | $0 | $1.8M |
| 2022 | 154 | $45.7M | $0 | $1.9M |