Plan Snapshot
- Plan Sponsor: Value Management Strategies, INC.
- Sponsor EIN: 330437168
- Sponsor Address: 5309 MCPHERSON BLVD STE 105 PMB#263, FORT WORTH, TX, 76123
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 31 | $10.0M | $328,191 | $330,732 |
| 2023 | 29 | $8.5M | $110,646 | $292,308 |
| 2022 | 28 | $7.6M | $435,377 | $370,106 |