Plan Snapshot
- Plan Sponsor: Goetz & Sons, INC.
- Sponsor EIN: 752217772
- Sponsor Address: PO BOX 515644, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 63 | $15.7M | $63,664 | $148,545 |
| 2023 | 44 | $13.0M | $177,498 | $388,507 |
| 2022 | 41 | $9.4M | $113,184 | $230,833 |