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)
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2024 | 0 | $0 | $69,571 | $29,592 |
| 2023 | 29 | $2.3M | $56,096 | $104,475 |
| 2022 | 28 | $1.9M | $52,483 | $119,665 |