Plan Snapshot
- Plan Sponsor: Brown & Fortunato P.C.
- Sponsor EIN: 752602744
- Sponsor Address: 905 S FILLMORE ST STE 400, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 64
- Total Assets: $10.2M
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. |
|---|
| 2025 | 64 | $10.2M | $0 | $0 |
| 2024 | 55 | $8.8M | $184,705 | $555,048 |
| 2023 | 56 | $7.9M | $181,070 | $484,770 |
| 2022 | 50 | $6.9M | $151,884 | $395,099 |