Plan Snapshot
- Plan Sponsor: Williams Heritage Investments, INC.
- Sponsor EIN: 272886682
- Sponsor Address: 1625 S. MAIN ST, KELLER, TX, 76248
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $399,985
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $399,985 | $0 | $0 |
| 2023 | 4 | $481,507 | $0 | $0 |
| 2022 | 3 | $393,109 | $0 | $0 |