# Goetz & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goetz-sons-inc-401k-plan

> Goetz & Sons, INC.'s 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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