Plan Snapshot
- Plan Sponsor: Gilliam & Associates, P.C.
- Sponsor EIN: 742636878
- Sponsor Address: 11010 COACHLIGHT ST., SUITE 200, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $8.1M | $27,921 | $71,988 |
| 2023 | 9 | $7.4M | $18,830 | $55,526 |
| 2022 | 12 | $6.5M | $66,380 | $51,569 |