Plan Snapshot
- Plan Sponsor: United Equities, INC.
- Sponsor EIN: 742063938
- Sponsor Address: 4545 BISSONNET, BELLAIRE, TX, 77401
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $6.4M
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 | 23 | $6.4M | $90,000 | $300,369 |
| 2023 | 23 | $6.8M | $70,000 | $172,686 |
| 2022 | 21 | $6.1M | $68,629 | $215,353 |