Plan Snapshot
- Plan Sponsor: Ned S. Holmes Investments, INC.
- Sponsor EIN: 741917345
- Sponsor Address: 55 WAUGH DRIVE, HOUSTON, TX, 77007
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $6.1M
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 | 9 | $6.1M | $14,050 | $33,206 |
| 2023 | 9 | $5.1M | $15,228 | $36,942 |
| 2022 | 8 | $4.4M | $15,239 | $39,615 |