Plan Snapshot
- Plan Sponsor: Shah Smith & Associates, INC.
- Sponsor EIN: 760423147
- Sponsor Address: 2825 WILCREST DRIVE, SUITE 350, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $23.4M
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 | 122 | $23.4M | $352,616 | $1.1M |
| 2023 | 110 | $18.6M | $367,997 | $979,117 |
| 2022 | 106 | $14.7M | $263,273 | $819,348 |