Plan Snapshot
- Plan Sponsor: Herman Smith & Co Ltd
- Sponsor EIN: 752560868
- Sponsor Address: 4703 MEANDERING WAY, COLLEYVILLE, TX, 76034
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $469,299
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 2 | $469,299 | $6,227 | $22,853 |
| 2022 | 2 | $454,873 | $5,730 | $21,152 |
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