# Toby Richey & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/toby-richey-associates-inc-401k-plan

> Toby Richey & Associates, INC.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toby Richey & Associates, INC.

- **Sponsor EIN:** 562350976

- **Sponsor Address:** 1637, HOUSTON, TX, 77008

- **Plan Type:** 401(k)

- **Total Participants:** 10

- **Total Assets:** $2.7M

## 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|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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