Plan Snapshot
- Plan Sponsor: Colonial Country Club
- Sponsor EIN: 750201774
- Sponsor Address: 3735 COUNTRY CLUB CIRCLE, FORT WORTH, TX, 76109
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 429
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 429 | $8.3M | $191,871 | $423,553 |
| 2023 | 155 | $8.6M | $201,444 | $425,874 |
| 2022 | 129 | $7.0M | $168,534 | $385,661 |
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