Plan Snapshot
- Plan Sponsor: Optimal Counsel LLP
- Sponsor EIN: 884008950
- Sponsor Address: 8911 NORTH CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $638,462
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 15 | $638,462 | $121,310 | $235,997 |
| 2023 | 15 | $227,501 | $47,976 | $167,070 |