Plan Snapshot
- Plan Sponsor: M.B. & Edna Zale Foundation
- Sponsor EIN: 756037429
- Sponsor Address: 12801 N. CENTRAL EXPRESSWAY STE 430, DALLAS, TX, 75243
- Plan Type: 403(b)
- Total Participants: 2
- Total Assets: $251,537
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2 | $251,537 | $33,643 | $0 |
| 2023 | 1 | $184,345 | $14,533 | $0 |
| 2022 | 2 | $2.7M | $63,580 | $0 |