Plan Snapshot
- Plan Sponsor: Mckinney Capital Management
- Sponsor EIN: 264232543
- Sponsor Address: 8 GREENWAY PLZ STE 1414, HOUSTON, TX, 770460800
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 5 | $1.5M | $97,946 | $66,512 |
| 2023 | 5 | $897,010 | $98,137 | $45,955 |
| 2022 | 4 | $433,163 | $69,913 | $44,205 |