Plan Snapshot
- Plan Sponsor: Bonds Ellis Eppich Schafer Jones LLP
- Sponsor EIN: 814110133
- Sponsor Address: 420 THROCKMORTON ST, SUITE 1000, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $4.5M
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 | 28 | $4.5M | $193,356 | $490,957 |
| 2023 | 34 | $3.5M | $322,040 | $266,043 |
| 2022 | 29 | $2.3M | $160,073 | $284,822 |