Plan Snapshot
- Plan Sponsor: Watson, Caraway, Luningham, Bradley & Trammell, L.L.P. Retirement Plan
- Sponsor EIN: 752365186
- Sponsor Address: 306 W. 7TH STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $7.5M
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 | 15 | $7.5M | $158,202 | $135,713 |
| 2023 | 14 | $6.6M | $105,412 | $190,575 |
| 2022 | 14 | $5.4M | $192,797 | $157,093 |