Sutton Frost Cary LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sutton Frost Cary LLP
  • Sponsor EIN: 752593210
  • Sponsor Address: 600 SIX FLAGS DR STE 600, ARLINGTON, TX, 76011
  • Plan Type: 401(k)
  • Total Participants: 64
  • Total Assets: $9.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202464$9.1M$233,802$591,281
202368$7.5M$198,113$502,609
202255$5.7M$171,844$475,512

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