Plan Snapshot
- Plan Sponsor: Petitt & Associates LLC
- Sponsor EIN: 841940266
- Sponsor Address: 800 N WATTERS, ALLEN, TX, 75013
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $2.3M
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 | 22 | $2.3M | $0 | $0 |
| 2023 | 22 | $2.8M | $0 | $0 |
| 2022 | 23 | $2.5M | $57,604 | $114,904 |