# Ned S. Holmes Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ned-s-holmes-investments-inc-401k-plan

> Ned S. Holmes Investments, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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