Plan Snapshot
- Plan Sponsor: Marc A. Birnbaum, INC.
- Sponsor EIN: 751741060
- Sponsor Address: 4305 WEST LOVERS LANE, DALLAS, TX, 75209
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $5.2M | $2,644 | $13,000 |
| 2023 | 5 | $4.5M | $2,670 | $13,000 |
| 2022 | 4 | $3.9M | $0 | $13,000 |