Plan Snapshot
- Plan Sponsor: Vested In Management LP
- Sponsor EIN: 752965680
- Sponsor Address: 4125 FAIRWAY DRIVE STE 150, CARROLLTON, TX, 75010
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $3.2M
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 | 38 | $3.2M | $71,494 | $176,005 |
| 2023 | 39 | $2.7M | $55,813 | $120,373 |
| 2022 | 59 | $2.3M | $49,701 | $108,865 |