Plan Snapshot
- Plan Sponsor: Barton Family Enterprises, INC.
- Sponsor EIN: 464681961
- Sponsor Address: 1727 MONACO DRIVE, ALLEN, TX, 75002
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $1.7M | $42,167 | $72,610 |
| 2023 | 11 | $1.3M | $10,808 | $37,238 |
| 2022 | 14 | $1.3M | $34,401 | $22,629 |