# Texas Society Of Cpas 401(k) Plan
Source: https://planprovider.pro/companies/texas-society-of-cpas-750886417-003

> Texas Society Of Cpas's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 003

- **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.|

| 2024|40|$8.7M|$292,367|$256,983|

| 2023|39|$9.3M|$291,528|$217,859|

| 2022|35|$10.3M|$283,224|$241,060|

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