Plan Snapshot
- Plan Sponsor: Alpert & Associates, INC.
- Sponsor EIN: 953900261
- Sponsor Address: 9100 WILSHIRE BLVD., SUITE 407E, BEVERLY HILLS, CA, 90210
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $10.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $10.3M | $3,662 | $34,929 |
| 2023 | 4 | $10.0M | $56,672 | $67,621 |
| 2022 | 3 | $9.3M | $45,042 | $56,250 |