Plan Snapshot
- Plan Sponsor: Trusted Advisor Recruiting, Corp.
- Sponsor EIN: 845043529
- Sponsor Address: 103 MANCHESTER LANE, COPPELL, TX, 75019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $149,330
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 2 | $149,330 | $0 | $0 |
| 2024 | 2 | $71,130 | $0 | $0 |
| 2023 | 2 | $238,754 | $0 | $0 |
| 2022 | 3 | $329,548 | $2,360 | $0 |
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