Plan Snapshot
- Plan Sponsor: James Martin & Associates LLC
- Sponsor EIN: 333572916
- Sponsor Address: 2050 N. STEMMONS FREEWAY, DALLAS, TX, 75207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $2.5M
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. |
|---|
| 2025 | 10 | $2.5M | $0 | $0 |