Plan Snapshot
- Plan Sponsor: Holly C. Roundtree Certified Public Accountant
- Sponsor EIN: 752173478
- Sponsor Address: 13355 NOEL ROAD, SUITE 1060, DALLAS, TX, 75240
- Plan Type: DC
- Total Participants: 1
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $1.4M | $0 | $0 |
| 2023 | 1 | $1.1M | $0 | $0 |
| 2022 | 1 | $952,966 | $0 | $0 |