Plan Snapshot
- Plan Sponsor: Toby Richey & Associates, INC.
- Sponsor EIN: 562350976
- Sponsor Address: 1637, HOUSTON, TX, 77008
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $3.3M
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 | 13 | $3.3M | $0 | $0 |
| 2024 | 10 | $2.7M | $27,695 | $90,618 |
| 2023 | 8 | $2.2M | $35,616 | $103,374 |
| 2022 | 8 | $1.7M | $23,298 | $76,220 |
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