Plan Snapshot
- Plan Sponsor: Greer, Herz & Adams, LLP
- Sponsor EIN: 741076878
- Sponsor Address: 1 MOODY PLAZA, 18TH FLOOR, GALVESTON, TX, 77550
- Plan Type: DC
- Total Participants: 33
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 33 | $33.6M | $459,536 | $298,673 |
| 2023 | 36 | $31.4M | $1.0M | $481,579 |
| 2022 | 57 | $32.4M | $920,791 | $481,973 |