Rothfelder & Falick, L.L.P. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rothfelder & Falick, L.L.P.
  • Sponsor EIN: 760514060
  • Sponsor Address: 1201 LOUISIANA, SUITE 550, HOUSTON, TX, 77002
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $3.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$3.0M$96,700$61,000
20234$2.5M$93,600$60,000
20225$2.1M$84,316$57,316

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