Plan Snapshot
- Plan Sponsor: Mooney Investments, INC.
- Sponsor EIN: 742176310
- Sponsor Address: 16000 N. DALLAS PKWY, STE 150, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 11
- 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 | 11 | $3.4M | $32,431 | $75,563 |
| 2023 | 10 | $2.9M | $22,703 | $83,494 |
| 2022 | 13 | $2.4M | $40,263 | $77,839 |