Plan Snapshot
- Plan Sponsor: Gilliam, Wharram & Co., P.C.
- Sponsor EIN: 752147649
- Sponsor Address: 6190 LBJ FRWY., BLDG 200, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.1M
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 | 13 | $3.1M | $44,611 | $113,667 |
| 2023 | 15 | $3.0M | $45,749 | $123,171 |
| 2022 | 13 | $2.9M | $41,825 | $114,050 |