Plan Snapshot
- Plan Sponsor: Coldwell Banker Rick Canup, Realtors
- Sponsor EIN: 752462096
- Sponsor Address: 4924 S. LOOP 289, LUBBOCK, TX, 79414
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $800,652
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 30 | $800,652 | $0 | $4,662 |
| 2024 | 17 | $1.1M | $118,443 | $11,862 |
| 2023 | 16 | $1.0M | $119,715 | $11,862 |
| 2022 | 14 | $856,523 | $0 | $11,338 |