# Roach Howard Smith & Barton, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roach-howard-smith-barton-inc-401k-plan

> Roach Howard Smith & Barton, INC.'s 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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