Plan Snapshot
- Plan Sponsor: Bourland, Wall & Wenzel, P.C.
- Sponsor EIN: 751859010
- Sponsor Address: 301 COMMERCE ST, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 49 | $20.2M | $340,720 | $730,296 |
| 2023 | 50 | $17.4M | $351,425 | $718,319 |
| 2022 | 54 | $15.4M | $311,487 | $645,484 |