Plan Snapshot
- Plan Sponsor: Cargile Investment Management INC
- Sponsor EIN: 462273076
- Sponsor Address: 415 W WALL ST STE 2200, MIDLAND, TX, 79701
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $543,332
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $543,332 | $6,578 | $63,597 |
| 2023 | 3 | $452,739 | $6,999 | $59,965 |
| 2022 | 3 | $366,154 | $6,865 | $58,071 |