Plan Snapshot
- Plan Sponsor: Allied Trustee Services
- Sponsor EIN: 020795569
- Sponsor Address: 990 RESERVE DRIVE, ROSEVILLE, CA, 95678
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 21 | $2.8M | $52,495 | $164,128 |
| 2023 | 21 | $2.4M | $47,157 | $157,822 |
| 2022 | 21 | $1.9M | $44,969 | $138,276 |