Plan Snapshot
- Plan Sponsor: Daniels & Erickson, P.C.
- Sponsor EIN: 752916499
- Sponsor Address: 5323 SPRING VALLEY ROAD SUITE 250, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $13.4M
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 | 33 | $13.4M | $177,792 | $425,375 |
| 2023 | 34 | $11.4M | $170,861 | $409,363 |
| 2022 | 34 | $9.3M | $118,835 | $354,178 |