Plan Snapshot
- Plan Sponsor: Banks & Watson
- Sponsor EIN: 450516969
- Sponsor Address: 1520 EUREKA RD STE 100, ROSEVILLE, CA, 956612849
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.4M
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 | 5 | $4.4M | $68,741 | $51,169 |
| 2023 | 5 | $3.2M | $54,579 | $38,670 |
| 2022 | 4 | $2.3M | $32,632 | $33,751 |
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