Plan Snapshot
- Plan Sponsor: Stutzman, Bromberg, Esserman & Plifka
- Sponsor EIN: 752355903
- Sponsor Address: 2323 BRYAN ST STE 2200, DALLAS, TX, 752012689
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $43.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 51 | $43.3M | $863,034 | $540,033 |
| 2023 | 43 | $36.0M | $813,574 | $584,025 |
| 2022 | 46 | $29.2M | $788,375 | $544,191 |