# Howard Financial Services, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/howard-financial-services-ltd-401k-plan

> Howard Financial Services, Ltd's 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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