Plan Snapshot
- Plan Sponsor: Porter Burgess Company
- Sponsor EIN: 750995208
- Sponsor Address: 2805 NORTH DALLAS PARKWAY, PLANO, TX, 750938720
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $8.7M
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 | 63 | $8.7M | $83,237 | $386,742 |
| 2023 | 62 | $7.5M | $84,063 | $374,622 |
| 2022 | 61 | $8.7M | $88,073 | $392,876 |