Securities Transfer Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Securities Transfer Corporation
  • Sponsor EIN: 752189538
  • Sponsor Address: 2901 N. DALLAS PARKWAY, PLANO, TX, 75093
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $1.4M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$1.4M$46,983$66,129
202316$1.4M$45,174$62,803
202212$1.2M$44,519$62,025

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