Plan Snapshot
- Plan Sponsor: Dillon Gage INC. Of Dallas
- Sponsor EIN: 752627681
- Sponsor Address: 15301 DALLAS PARKWAY, ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 136 | $10.1M | $179,932 | $738,937 |
| 2023 | 119 | $8.4M | $187,647 | $696,618 |
| 2022 | 106 | $6.4M | $189,390 | $622,545 |