# Bill Spitzer & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bill-spitzer-associates-inc-401k-plan

> Bill Spitzer & Associates, INC.'s 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bill Spitzer & Associates, INC.

- **Sponsor EIN:** 741996710

- **Sponsor Address:** 11530 BRITTMOORE PARK DR, HOUSTON, TX, 77041

- **Plan Type:** 401(k)

- **Total Participants:** 33

- **Total Assets:** $4.9M

## 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|33|$4.9M|$0|$237,506|

| 2023|35|$3.9M|$0|$237,297|

| 2022|34|$3.4M|$0|$175,760|

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