Plan Snapshot
- Plan Sponsor: Fitts, Roberts, Kolkhorst & Co., P. C.
- Sponsor EIN: 741699466
- Sponsor Address: 5718 WESTHEIMER, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $15.4M
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 | 50 | $15.4M | $391,005 | $593,609 |
| 2023 | 44 | $13.1M | $414,358 | $599,708 |
| 2022 | 49 | $11.1M | $423,562 | $549,190 |