Plan Snapshot
- Plan Sponsor: Shields Family Investments INC.
- Sponsor EIN: 871668246
- Sponsor Address: 4414 WESTWIND GARDEN PASS, KATY, TX, 77494
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $101
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2023 | 2 | $101 | $0 | $0 |
| 2022 | 2 | $16,500 | $0 | $0 |
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