Plan Snapshot
- Plan Sponsor: Alambic Investment Management
- Sponsor EIN: 205826994
- Sponsor Address: 266 BEACH RD, BELVEDERE TIBURON, CA, 949202472
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $8.9M
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 | 5 | $8.9M | $14,400 | $48,900 |
| 2023 | 5 | $7.7M | $19,680 | $107,000 |
| 2022 | 9 | $6.6M | $17,880 | $97,150 |