Plan Snapshot
- Plan Sponsor: Weinstein Spira & Company, P.C.
- Sponsor EIN: 742181616
- Sponsor Address: 3773 RICHMOND AVENUE, SUITE 900, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $36.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 81 | $36.9M | $683,912 | $727,143 |
| 2024 | 81 | $36.9M | $683,912 | $727,143 |
| 2023 | 72 | $31.6M | $662,025 | $693,463 |
| 2022 | 66 | $26.1M | $592,645 | $675,021 |