User-Friendly Phone Book, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: User-Friendly Phone Book, LLC
  • Sponsor EIN: 200308784
  • Sponsor Address: 10200 GROGAN'S MILL ROAD, THE WOODLANDS, TX, 77380
  • Plan Type: 401(k)
  • Total Participants: 240
  • Total Assets: $8.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024240$8.9M$0$347,284
2023104$7.6M$0$262,101
2022121$9.8M$0$304,648

Similar Plans