Plan Snapshot
- Plan Sponsor: Tolleson Wealth Management, INC.
- Sponsor EIN: 030430021
- Sponsor Address: 5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 215
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 215 | $0 | $0 | $0 |
| 2023 | 229 | $0 | $0 | $0 |
| 2022 | 228 | $0 | $0 | $0 |