# Haltom Real Estate Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/haltom-real-estate-group-llc-401k-plan

> Haltom Real Estate Group, LLC&#39;s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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