Wortham Bros INC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Wortham Bros INC
  • Sponsor EIN: 030548199
  • Sponsor Address: 1492 FM 2933, MCKINNEY, TX, 750710396
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 30
  • Total Assets: $7,086

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202530$7,086$0$0
202426$2.5M$52,558$168,780
202330$2.1M$56,891$166,794
202227$1.7M$72,627$155,353

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