Plan Snapshot
- Plan Sponsor: Duggins Wren Mann & Romero, LLP
- Sponsor EIN: 275110427
- Sponsor Address: 600 CONGRESS AVE, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $17.9M
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 | 49 | $17.9M | $289,201 | $448,026 |
| 2023 | 40 | $17.2M | $299,498 | $492,393 |
| 2022 | 44 | $14.8M | $275,548 | $463,843 |