Plan Snapshot
- Plan Sponsor: Larson Newman, LLP
- Sponsor EIN: 204340109
- Sponsor Address: 3575 FAR WEST BLVD, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.7M | $39,058 | $74,964 |
| 2023 | 7 | $3.5M | $24,087 | $66,900 |
| 2022 | 8 | $3.2M | $0 | $58,452 |