Plan Snapshot
- Plan Sponsor: Tucker, Albin & Associated, INC.
- Sponsor EIN: 263994152
- Sponsor Address: 1702 N. COLLINS BLVD., RICHARDSON, TX, 750803550
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $2.7M
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. |
|---|
| 2024 | 115 | $2.7M | $0 | $284,184 |
| 2023 | 88 | $2.3M | $0 | $228,592 |
| 2022 | 58 | $1.4M | $0 | $185,208 |