Plan Snapshot
- Plan Sponsor: Haltom Real Estate Group, LLC
- Sponsor EIN: 473952131
- Sponsor Address: 50 STONEBRIDGE BLVD, JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.2M | $26,982 | $46,938 |
| 2023 | 4 | $1.1M | $97,039 | $44,054 |
| 2022 | 4 | $870,315 | $82,537 | $41,770 |