Alex W. Tom DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alex W. Tom
  • Sponsor EIN: 770333145
  • Sponsor Address: 1675 WEDGEWOOD DRIVE, HILLSBOROUGH, CA, 940107224
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $4.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$4.7M$21,535$0
20232$3.5M$20,499$0
20222$2.5M$16,809$0

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