Plan Snapshot
- Plan Sponsor: Richard R. M. Francis, M.D., P.A.
- Sponsor EIN: 331040259
- Sponsor Address: 9301 SOUTHWEST FREEWAY, SUITE 600, HOUSTON, TX, 77074
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $2.0M
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 | 21 | $2.0M | $66,678 | $116,069 |
| 2023 | 24 | $1.8M | $63,075 | $109,336 |
| 2022 | 20 | $3.3M | $59,061 | $121,168 |