Plan Snapshot
- Plan Sponsor: Norman & Oliver, P.C.
- Sponsor EIN: 200492412
- Sponsor Address: 7373 BROADWAY, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.2M
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. |
|---|
| 2024 | 8 | $4.2M | $106,854 | $131,645 |
| 2023 | 8 | $3.8M | $41,393 | $164,687 |
| 2022 | 9 | $3.5M | $102,224 | $131,435 |