Plan Snapshot
- Plan Sponsor: Naman Howell Smith & Lee, PLLC
- Sponsor EIN: 742004800
- Sponsor Address: 400 AUSTIN AVENUE, WACO, TX, 76701
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 136
- Total Assets: $47.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 136 | $47.0M | $1.5M | $1.1M |
| 2022 | 124 | $40.2M | $1.4M | $997,375 |