Plan Snapshot
- Plan Sponsor: Westmount Realty Group LLC
- Sponsor EIN: 453808910
- Sponsor Address: 700 N PEARL STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $6.1M
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 | 76 | $6.1M | $261,260 | $543,198 |
| 2023 | 79 | $5.0M | $320,147 | $667,608 |
| 2022 | 101 | $4.1M | $300,982 | $610,562 |