Brandon & Clark, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brandon & Clark, INC.
  • Sponsor EIN: 750786433
  • Sponsor Address: 3623 INTERSTATE 27, LUBBOCK, TX, 79404
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 213
  • Total Assets: $18.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023213$18.5M$401,864$752,136
2022200$16.6M$353,767$672,100

Similar Plans