Plan Snapshot
- Plan Sponsor: Kennedy & Associates, PLLC
- Sponsor EIN: 810925062
- Sponsor Address: 5851 SAN FELIPE, STE 925, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3 | $1.4M | $2,888 | $3,610 |
| 2023 | 2 | $698,326 | $3,554 | $4,442 |
| 2022 | 3 | $699,087 | $6,054 | $7,568 |