Plan Snapshot
- Plan Sponsor: Cavaretta, Katona & Leighner, PLLC
- Sponsor EIN: 274528494
- Sponsor Address: 700 NORTH SAINT MARY'S STREET, SAN ANTONIO, TX, 78205
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.3M
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. |
|---|
| 2024 | 9 | $1.3M | $0 | $23,630 |
| 2023 | 2 | $1.2M | $18,270 | $75,565 |
| 2022 | 10 | $1.3M | $0 | $68,984 |