Plan Snapshot
- Plan Sponsor: Kowert, Hood, Munyon, Rankin & Goetzel, P.C.
- Sponsor EIN: 830339293
- Sponsor Address: 1120 S. CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $35.5M
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. |
|---|
| 2024 | 77 | $35.5M | $445,483 | $764,321 |
| 2023 | 56 | $31.2M | $432,324 | $742,957 |
| 2022 | 54 | $24.3M | $459,816 | $685,021 |