Smartrise Engineering, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smartrise Engineering, INC.
  • Sponsor EIN: 202503408
  • Sponsor Address: 1235 N UNION BOWER ROAD, IRVING, TX, 75061
  • Plan Type: 401(k)
  • Total Participants: 102
  • Total Assets: $3.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024102$3.7M$120,020$277,209
202391$3.0M$108,062$226,410
202253$2.4M$139,581$255,196

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