Plan Snapshot
- Plan Sponsor: Harper & Pearson Company P.C.
- Sponsor EIN: 741695589
- Sponsor Address: ONE RIVERWAY, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 54 | $18.0M | $477,000 | $583,911 |
| 2023 | 55 | $17.9M | $485,113 | $655,547 |
| 2022 | 53 | $19.0M | $457,513 | $584,815 |