Plan Snapshot
- Plan Sponsor: Baxter Planning Systems Opco, LLC
- Sponsor EIN: 822116114
- Sponsor Address: 7801 N. CAPITAL OF TEXAS HWY., AUSTIN, TX, 787311169
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 97
- Total Assets: $21.0M
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. |
|---|
| 2025 | 97 | $21.0M | $0 | $0 |
| 2024 | 67 | $19.1M | $464,044 | $954,923 |
| 2023 | 67 | $15.3M | $516,726 | $922,633 |
| 2022 | 71 | $12.8M | $451,358 | $865,516 |
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