Plan Snapshot
- Plan Sponsor: Ion Associates INC
- Sponsor EIN: 751441375
- Sponsor Address: 1300 SOUTH UNIVERSITY DRIVE, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 21 | $7.5M | $40,281 | $128,362 |
| 2023 | 20 | $8.2M | $40,866 | $137,663 |
| 2022 | 19 | $6.9M | $34,153 | $114,406 |