Plan Snapshot
- Plan Sponsor: Brookshire Holdings, INC.
- Sponsor EIN: 752894614
- Sponsor Address: P.O. BOX 1411, TYLER, TX, 757101411
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10,374
- Total Assets: $370.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 10,374 | $370.8M | $6.8M | $18.8M |
| 2022 | 9,484 | $347.9M | $8.1M | $21.8M |