Plan Snapshot
- Plan Sponsor: Texas Society Of Cpas
- Sponsor EIN: 750886417
- Sponsor Address: 14131 MIDWAY RD., SUITE 850, ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $8.7M
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. |
|---|
| 2025 | 40 | $8.7M | $292,367 | $256,983 |
| 2024 | 40 | $8.7M | $292,367 | $256,983 |
| 2023 | 39 | $9.3M | $291,528 | $217,859 |
| 2022 | 35 | $10.3M | $283,224 | $241,060 |