Plan Snapshot
- Plan Sponsor: Tollefson Bradley Mitchell & Melendi, LLP
- Sponsor EIN: 320164299
- Sponsor Address: 2811 MCKINNEY AVE STE 250, DALLAS, TX, 752048545
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $4.4M
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 | 24 | $4.4M | $119,989 | $199,685 |
| 2023 | 22 | $3.9M | $97,357 | $245,625 |
| 2022 | 21 | $3.0M | $93,300 | $165,772 |