Plan Snapshot
- Plan Sponsor: Davis, Hutchinson & Wilkerson, LLC
- Sponsor EIN: 742699489
- Sponsor Address: 802 N. CARANCAHUA ST., CORPUS CHRISTI, TX, 78401
- Plan Type: 401(k)
- Total Participants: 15
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $10.8M | $350,350 | $221,249 |
| 2023 | 14 | $9.5M | $332,494 | $213,051 |
| 2022 | 15 | $10.2M | $31,993 | $193,027 |