Plan Snapshot
- Plan Sponsor: Aalfs, Evans & Company LLP
- Sponsor EIN: 680154024
- Sponsor Address: 104 D STREET, EUREKA, CA, 95501
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $3.6M | $38,930 | $70,209 |
| 2023 | 15 | $3.1M | $37,501 | $76,367 |
| 2022 | 28 | $3.8M | $39,634 | $84,189 |