# Coldwell Banker Rick Canup, Realtors 401(k) Plan
Source: https://planprovider.pro/companies/coldwell-banker-rick-canup-realtors-plan

> Coldwell Banker Rick Canup, Realtors's 401(k) plan: 30 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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