Plan Snapshot
- Plan Sponsor: Babcock Holloway Caldwell & Stires PC
- Sponsor EIN: 273677873
- Sponsor Address: 600 W BROADWAY, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 12 | $1.6M | $0 | $0 |
| 2024 | 9 | $1.4M | $14,360 | $52,756 |
| 2023 | 11 | $1.5M | $17,780 | $61,838 |
| 2022 | 13 | $1.2M | $15,409 | $79,824 |