Plan Snapshot
- Plan Sponsor: Anderson Commercial Real Estate Services
- Sponsor EIN: 651220598
- Sponsor Address: 798 PALM STREET, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6 | $2.3M | $100,220 | $56,401 |
| 2023 | 6 | $2.1M | $110,254 | $55,099 |
| 2022 | 6 | $1.9M | $72,063 | $59,603 |