Terrill & Waldrop PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Terrill & Waldrop PLLC
  • Sponsor EIN: 810946217
  • Sponsor Address: 810 W. 10TH ST., AUSTIN, TX, 78701
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $3.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$3.4M$114,273$145,150
20239$2.9M$115,523$144,654
20229$2.5M$105,955$129,600

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