# Simon Greenstone Panatier, PC 401(k) Plan
Source: https://planprovider.pro/companies/simon-greenstone-panatier-pc-401k-plan

> Simon Greenstone Panatier, PC's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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