# Harris, Finley, & Bogle, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/harris-finley-bogle-p-c-401k-plan

> Harris, Finley, & Bogle, P.C.'s 401(k) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|

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