Plan Snapshot
- Plan Sponsor: Itm Partners, Ltd.
- Sponsor EIN: 743018191
- Sponsor Address: 5925 CORRIDOR PARKWAY, SCHERTZ, TX, 78154
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $2.9M
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 | 37 | $2.9M | $42,520 | $121,457 |
| 2023 | 30 | $3.1M | $40,931 | $134,465 |
| 2022 | 28 | $2.5M | $39,630 | $133,850 |