Plan Snapshot
- Plan Sponsor: The J Beard Real Estate Compan
- Sponsor EIN: 770640039
- Sponsor Address: 9320 LAKESIDE BOULEVARD,, THE WOODLANDS, TX, 773811054
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 40 | $3.2M | $117,440 | $127,864 |
| 2023 | 37 | $2.7M | $123,157 | $120,506 |
| 2022 | 33 | $2.2M | $107,150 | $105,529 |