Russell & Wright PLLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Russell & Wright PLLC
  • Sponsor EIN: 262100359
  • Sponsor Address: 13760 NOEL ROAD, SUITE 930, DALLAS, TX, 75240
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $5.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202311$5.7M$158,681$139,552
20226$3.1M$125,062$108,937

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