Plan Snapshot
- Plan Sponsor: S. Lee Riffe, P.C.
- Sponsor EIN: 752502106
- Sponsor Address: 4600 GREENVILLE AVE SUITE 250, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.5M | $25,210 | $79,912 |
| 2023 | 6 | $1.2M | $13,707 | $44,062 |
| 2022 | 4 | $1.0M | $23,365 | $101,688 |