Plan Snapshot
- Plan Sponsor: Rpoa Advisors, INC.
- Sponsor EIN: 274062228
- Sponsor Address: 2820 DALLAS PARKWAY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 122 | $12.2M | $684,910 | $1.1M |
| 2023 | 102 | $9.3M | $594,789 | $974,841 |
| 2022 | 103 | $8.1M | $887,758 | $1.0M |