Plan Snapshot
- Plan Sponsor: Woodland Advisors LLC
- Sponsor EIN: 822963299
- Sponsor Address: 3737 BUFFALO SPEEDWAY, SUITE 300, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $8.5M
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 | 44 | $8.5M | $410,357 | $599,159 |
| 2023 | 46 | $6.8M | $406,366 | $597,152 |
| 2022 | 41 | $4.8M | $305,312 | $470,682 |