Plan Snapshot
- Plan Sponsor: Ziegler Gardner Bell, PLLC
- Sponsor EIN: 863909166
- Sponsor Address: 901 MAIN ST., SUITE 4960, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 15 | $2.3M | $53,942 | $130,159 |
| 2023 | 15 | $1.9M | $60,413 | $142,192 |
| 2022 | 15 | $1.5M | $34,716 | $78,669 |