Plan Snapshot
- Plan Sponsor: Batterson, LLP
- Sponsor EIN: 742098647
- Sponsor Address: 6800 DIXIE DR, HOUSTON, TX, 77087
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $2.0M
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 | 66 | $2.0M | $0 | $77,947 |
| 2023 | 58 | $1.8M | $5,396 | $76,056 |
| 2022 | 76 | $1.7M | $40,532 | $107,154 |