Plan Snapshot
- Plan Sponsor: U.S. Global Investors, INC.
- Sponsor EIN: 741598370
- Sponsor Address: 7900 CALLAGHAN ROAD, SAN ANTONIO, TX, 78229
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 24 | $8.9M | $215,081 | $285,909 |
| 2023 | 23 | $8.1M | $209,844 | $266,907 |
| 2022 | 21 | $6.8M | $312,786 | $245,844 |