Fletcher, Farley, Shipman & Salinas, L.L.P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fletcher, Farley, Shipman & Salinas, L.L.P.
  • Sponsor EIN: 752439179
  • Sponsor Address: 9201 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75231
  • Plan Type: 401(k)
  • Total Participants: 93
  • Total Assets: $22.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202493$22.7M$446,397$667,395
202374$20.0M$454,561$765,763
202261$16.5M$367,172$537,642

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