Davidson Troilo Ream & Garza, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davidson Troilo Ream & Garza, PC
  • Sponsor EIN: 741792996
  • Sponsor Address: 601 NW LOOP 410, SAN ANTONIO, TX, 78216
  • Plan Type: 401(k)
  • Total Participants: 46
  • Total Assets: $10.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202446$10.8M$70,878$420,144
202345$9.5M$82,169$494,455
202244$7.7M$61,633$362,244

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