Plan Snapshot
- Plan Sponsor: Schechter, Shaffer & Harris LLP
- Sponsor EIN: 760580965
- Sponsor Address: 3200 TRAVIS, HOUSTON, TX, 77006
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.3M
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 | 20 | $2.3M | $0 | $129,218 |
| 2023 | 20 | $1.8M | $0 | $149,551 |
| 2022 | 18 | $2.1M | $0 | $117,353 |