Plan Snapshot
- Plan Sponsor: Simon Greenstone Panatier, PC
- Sponsor EIN: 204005534
- Sponsor Address: 901 MAIN STREET, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $13.1M
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 | 81 | $13.1M | $379,623 | $775,522 |
| 2023 | 85 | $11.3M | $283,680 | $676,526 |
| 2022 | 78 | $9.0M | $244,745 | $505,125 |