Duff, Kitchel & Company, P.C. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Duff, Kitchel & Company, P.C.
  • Sponsor EIN: 760486589
  • Sponsor Address: 2603 AUGUSTA DRIVE, SUITE 100, HOUSTON, TX, 77057
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $3.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$3.6M$10,336$187,402
202413$2.9M$7,359$207,406
202313$2.5M$9,827$125,476
202212$2.1M$9,459$93,061

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