Plan Snapshot
- Plan Sponsor: Smith & Carr, P.C.
- Sponsor EIN: 760613998
- Sponsor Address: 4900 WOODWAY DR., HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $5.7M | $30,211 | $76,312 |
| 2023 | 12 | $4.8M | $36,738 | $84,265 |
| 2022 | 13 | $4.8M | $30,689 | $104,819 |