Richard, Wayne & Roberts, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard, Wayne & Roberts, INC.
  • Sponsor EIN: 760686681
  • Sponsor Address: 24 GREENWAY PLAZA, HOUSTON, TX, 77046
  • Plan Type: DC
  • Total Participants: 47
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202447$5.9M$488,566$0
202348$6.1M$437,372$0
202241$4.5M$376,994$0

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