Plan Snapshot
- Plan Sponsor: Jeff G. Mallett & Co., INC.
- Sponsor EIN: 760560489
- Sponsor Address: 9764 WHITHORN DR, HOUSTON, TX, 770955025
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.3M | $0 | $0 |
| 2023 | 2 | $1.2M | $0 | $0 |
| 2022 | 2 | $1.0M | $0 | $0 |