# Greer, Herz & Adams, LLP DC Plan
Source: https://planprovider.pro/companies/greer-herz-adams-llp-plan

> Greer, Herz & Adams, LLP's DC plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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