Plan Snapshot
- Plan Sponsor: Allen & Kimbell, LLP
- Sponsor EIN: 770333866
- Sponsor Address: 317 EAST CARRILLO STREET, SANTA BARBARA, CA, 931011410
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $12.9M
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 | 13 | $12.9M | $242,321 | $193,154 |
| 2023 | 16 | $11.1M | $174,143 | $171,805 |
| 2022 | 14 | $10.0M | $167,057 | $140,881 |