Plan Snapshot
- Plan Sponsor: Harris, Finley, & Bogle, P.C.
- Sponsor EIN: 751564934
- Sponsor Address: 777 MAIN ST STE 1800, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 70
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 70 | $27.5M | $381,922 | $760,806 |
| 2023 | 73 | $24.3M | $340,956 | $758,882 |
| 2022 | 67 | $22.1M | $303,727 | $675,876 |