Plan Snapshot
- Plan Sponsor: Matthews-Daniel Company
- Sponsor EIN: 741504952
- Sponsor Address: 757 N ELDRIDGE PKWY, 650, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $5.2M
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 | 14 | $5.2M | $32,844 | $155,939 |
| 2023 | 15 | $4.4M | $23,941 | $99,154 |
| 2022 | 15 | $4.1M | $40,708 | $163,120 |