Plan Snapshot
- Plan Sponsor: Swe Homes, LP
- Sponsor EIN: 431983634
- Sponsor Address: P.O. BOX 741109, HOUSTON, TX, 772741109
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $6.0M
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 | 118 | $6.0M | $179,474 | $158,372 |
| 2023 | 52 | $5.6M | $161,726 | $169,134 |
| 2022 | 50 | $4.9M | $144,277 | $217,761 |