# Egan Nelson LLP 401(k) Plan
Source: https://planprovider.pro/companies/egan-nelson-llp-401k-plan

> Egan Nelson LLP's 401(k) plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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