Plan Snapshot
- Plan Sponsor: Pearson Adair & Co. LLC
- Sponsor EIN: 475616070
- Sponsor Address: 2600 DALLAS PARKWAY, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $10.6M
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 | 13 | $10.6M | $529,671 | $25,940 |
| 2023 | 11 | $9.0M | $477,337 | $21,720 |
| 2022 | 10 | $7.0M | $399,299 | $50,886 |