Plan Snapshot
- Plan Sponsor: Shannon, Martin, Finkelstein, Alvarado & Dunne PC
- Sponsor EIN: 760338861
- Sponsor Address: 6725 S FRY RD SUITE 700-518, KATY, TX, 77494
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $14.2M | $148,416 | $175,879 |
| 2023 | 13 | $12.3M | $375 | $166,182 |
| 2022 | 14 | $10.3M | $0 | $179,836 |