Plan Snapshot
- Plan Sponsor: Martin And Associates
- Sponsor EIN: 752352350
- Sponsor Address: 2101 WOODHAVEN DR., PROSPER, TX, 75078
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.1M
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 | 7 | $2.1M | $21,237 | $68,951 |
| 2023 | 7 | $1.7M | $23,545 | $75,576 |
| 2022 | 8 | $1.4M | $22,423 | $71,043 |