Plan Snapshot
- Plan Sponsor: Egan Nelson LLP
- Sponsor EIN: 264537334
- Sponsor Address: 2911 TURTLE CREEK BLVD, SUITE 100, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 34
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 34 | $3.6M | $252,896 | $400,933 |
| 2023 | 31 | $2.8M | $282,741 | $526,605 |
| 2022 | 51 | $2.3M | $306,071 | $588,260 |