Plan Snapshot
- Plan Sponsor: Margolis Brady Raghavan Financial, INC
- Sponsor EIN: 272028996
- Sponsor Address: 2000 WEST LOOP SOUTH, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 11 | $3.8M | $0 | $0 |
| 2023 | 11 | $2.5M | $0 | $160,725 |
| 2022 | 10 | $2.1M | $0 | $214,968 |
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