Plan Snapshot
- Plan Sponsor: Caldwell Boudreaux Lefler PLLC
- Sponsor EIN: 462973428
- Sponsor Address: 1800 WEST LOOP SOUTH, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2023 | 0 | $0 | $42,467 | $37,310 |
| 2022 | 11 | $3.7M | $96,351 | $199,932 |