Plan Snapshot
- Plan Sponsor: The Middleberg Riddle Group
- Sponsor EIN: 720894859
- Sponsor Address: 2911 TURTLE CREEK BLVD., DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.1M
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 | 4 | $2.1M | $0 | $9,658 |
| 2023 | 5 | $1.8M | $0 | $25,397 |
| 2022 | 4 | $1.6M | $0 | $18,738 |