Plan Snapshot
- Plan Sponsor: Fenley & Bate LLP
- Sponsor EIN: 751732129
- Sponsor Address: P O BOX 450, LUFKIN, TX, 759020450
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $2.5M | $35,288 | $58,286 |
| 2023 | 3 | $2.1M | $22,360 | $24,920 |
| 2022 | 4 | $1.8M | $24,400 | $41,600 |