Plan Snapshot
- Plan Sponsor: Trimble-Batjer Insurance Associates, LLP
- Sponsor EIN: 751329947
- Sponsor Address: 201 S CHADBOURNE ST, SAN ANGELO, TX, 76903
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 29
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 29 | $2.3M | $56,096 | $104,475 |
| 2022 | 28 | $1.9M | $52,483 | $119,665 |