Plan Snapshot
- Plan Sponsor: Kessler & Collins, PC
- Sponsor EIN: 752800906
- Sponsor Address: 500 N. AKARD ST., DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $13.6M
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 | 41 | $13.6M | $186,561 | $420,491 |
| 2023 | 37 | $11.4M | $185,414 | $400,742 |
| 2022 | 35 | $9.2M | $147,352 | $394,140 |