Plan Snapshot
- Plan Sponsor: Tectonic Advisors LLC
- Sponsor EIN: 202925399
- Sponsor Address: 17 COWBOYS WAY, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 43 | $6.8M | $226,739 | $540,175 |
| 2023 | 43 | $5.3M | $216,623 | $529,560 |
| 2022 | 42 | $3.8M | $185,936 | $468,298 |