# Holman Teague Roche Anglin, LLP 401(k) Plan
Source: https://planprovider.pro/companies/holman-teague-roche-anglin-llp-plan

> Holman Teague Roche Anglin, LLP's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holman Teague Roche Anglin, LLP

- **Sponsor EIN:** 272437489

- **Sponsor Address:** 1455 FIRST STREET, SUITE 217, NAPA, CA, 94559

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $4.3M

## 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.|

| 2024|7|$4.3M|$212,732|$142,800|

| 2023|6|$5.8M|$191,500|$115,550|

| 2022|8|$4.8M|$297,498|$15,350|

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