Plan Snapshot
- Plan Sponsor: Hurley, Toevs, Styles, Hamblin & Panter, P.A.
- Sponsor EIN: 742850022
- Sponsor Address: 4155 MONTGOMERY BLVD., N.E., ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $11.2M
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 | 18 | $11.2M | $153,480 | $76,147 |
| 2023 | 15 | $9.6M | $236,660 | $106,491 |
| 2022 | 19 | $8.0M | $221,907 | $93,838 |