Plan Snapshot
- Plan Sponsor: Perdue & Kidd
- Sponsor EIN: 760438557
- Sponsor Address: 777 POST OAK BLVD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.1M
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 | $3.1M | $48,900 | $83,838 |
| 2023 | 11 | $2.5M | $132,759 | $104,087 |
| 2022 | 7 | $2.1M | $135,245 | $92,612 |