Plan Snapshot
- Plan Sponsor: Steward Energy Management, LLC
- Sponsor EIN: 300875554
- Sponsor Address: 777 TAYLOR STREET SUITE 1050, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $6.4M
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. |
|---|
| 2023 | 51 | $6.4M | $512,466 | $571,099 |
| 2022 | 47 | $4.7M | $434,439 | $421,976 |