Plan Snapshot
- Plan Sponsor: Michelle Rinella Psyd PA
- Sponsor EIN: 463441546
- Sponsor Address: 1400 PRESTON RD STE 260, PLANO, TX, 750935183
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $1.1M
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. |
|---|
| 2025 | 40 | $1.1M | $79,919 | $147,601 |
| 2024 | 29 | $790,234 | $96,218 | $228,698 |