Plan Snapshot
- Plan Sponsor: Pte Advisors, INC.
- Sponsor EIN: 921855397
- Sponsor Address: 16219 PONDEROSA PASS, HELOTES, TX, 78023
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $23,099
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $23,099 | $0 | $700 |
| 2023 | 1 | $20,142 | $0 | $0 |