Plan Snapshot
- Plan Sponsor: Howard Financial Services, Ltd
- Sponsor EIN: 201151802
- Sponsor Address: 8350 MEADOW ROAD, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $8.6M
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 | 32 | $8.6M | $317,913 | $436,203 |
| 2023 | 30 | $6.5M | $280,305 | $393,739 |
| 2022 | 27 | $4.7M | $247,599 | $365,961 |