Plan Snapshot
- Plan Sponsor: Hollis & Rogers LLC
- Sponsor EIN: 854348444
- Sponsor Address: 1600 HIGHWAY 6 STE 230, SUGAR LAND, TX, 774784956
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 4 | $1.6M | $45,078 | $102,740 |
| 2023 | 5 | $2.0M | $48,826 | $124,800 |
| 2022 | 6 | $1.6M | $45,474 | $126,300 |