Plan Snapshot
- Plan Sponsor: Mary Spencer Company
- Sponsor EIN: 751972805
- Sponsor Address: 150 TURTLE CREEK, DALLAS, TX, 75207
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $3.4M
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 | 43 | $3.4M | $29,474 | $156,641 |
| 2023 | 40 | $3.0M | $23,986 | $130,287 |
| 2022 | 40 | $2.8M | $0 | $136,509 |