Plan Snapshot
- Plan Sponsor: Roach Howard Smith & Barton, INC.
- Sponsor EIN: 752760506
- Sponsor Address: 8750 N. CENTRAL EXPRESSWAY, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 63 | $15.5M | $195,029 | $603,615 |
| 2023 | 59 | $13.3M | $130,372 | $532,782 |
| 2022 | 62 | $13.9M | $98,621 | $493,005 |