Plan Snapshot
- Plan Sponsor: Rhame & Gorrell Wealth Management
- Sponsor EIN: 812224343
- Sponsor Address: 1330 LAKE ROBBINS DRIVE, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 19 | $3.0M | $190,179 | $257,220 |
| 2023 | 17 | $1.2M | $178,056 | $189,293 |
| 2022 | 19 | $643,890 | $138,778 | $179,511 |