Plan Snapshot
- Plan Sponsor: Cawley Gillespie & Associates, INC.
- Sponsor EIN: 751411939
- Sponsor Address: 306 WEST SEVENTH STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $22.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 28 | $22.5M | $186,343 | $421,978 |
| 2023 | 27 | $19.2M | $245,446 | $427,307 |
| 2022 | 29 | $15.8M | $167,988 | $462,849 |