Plan Snapshot
- Plan Sponsor: Coane And Associates PLLC
- Sponsor EIN: 611656489
- Sponsor Address: 5177 RICHMOND AVE STE 770, HOUSTON, TX, 770566751
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $321,559
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 | $321,559 | $19,800 | $56,411 |