Plan Snapshot
- Plan Sponsor: Barcelon Associates Management Corporation
- Sponsor EIN: 942596148
- Sponsor Address: 590 LENNON LANE STE 110, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 101
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 101 | $4.2M | $0 | $300,427 |
| 2023 | 109 | $3.6M | $0 | $327,708 |
| 2022 | 105 | $3.0M | $0 | $338,007 |