# Gilliam, Wharram & Co., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/gilliam-wharram-co-p-c-401k-plan

> Gilliam, Wharram & Co., P.C.'s 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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