# Cawley Gillespie &amp; Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cawley-gillespie-associates-inc-401k-plan

> Cawley Gillespie &amp; Associates, INC.&#39;s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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