Plan Snapshot
- Plan Sponsor: Porter, Rogers, Dahlman, And Gordon, PC
- Sponsor EIN: 742557425
- Sponsor Address: 500 NORTH SHORELINE SUITE 300, CORPUS CHRISTI, TX, 78401
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $11.5M
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 | 27 | $11.5M | $25,800 | $203,414 |
| 2023 | 29 | $11.7M | $113,633 | $253,106 |
| 2022 | 30 | $10.3M | $94,372 | $212,579 |