Plan Snapshot
- Plan Sponsor: Probity Advisors, INC.
- Sponsor EIN: 352175673
- Sponsor Address: 10000 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8 | $5.2M | $136,490 | $161,823 |
| 2023 | 8 | $4.5M | $373,574 | $164,996 |
| 2022 | 8 | $3.4M | $216,129 | $125,574 |