Plan Snapshot
- Plan Sponsor: Herndon Plant Oakley Ltd.
- Sponsor EIN: 742863988
- Sponsor Address: 800 NORTH SHORELINE BLVD, CORPUS CHRISTI, TX, 78401
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 42 | $7.5M | $172,424 | $389,234 |
| 2023 | 38 | $6.2M | $166,514 | $350,213 |
| 2022 | 37 | $5.6M | $161,737 | $322,971 |