Plan Snapshot
- Plan Sponsor: Tripp Asset Management, INC.
- Sponsor EIN: 462035032
- Sponsor Address: 9117 GAVIN ROAD, LANTANA, TX, 76226
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $153,668
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. |
|---|
| 2023 | 5 | $153,668 | $2,304 | $2,304 |
| 2022 | 5 | $244,455 | $2,189 | $3,542 |