Plan Snapshot
- Plan Sponsor: Barrett & Gettel Incorporated
- Sponsor EIN: 270212524
- Sponsor Address: 9069 ELBERT TERRACE, SAN DIEGO, CA, 92126
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $54,961
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. |
| 2025 | 2 | $54,961 | $0 | $0 |
| 2024 | 2 | $81,359 | $0 | $0 |
| 2023 | 2 | $25,781 | $0 | $0 |
| 2022 | 2 | $31,042 | $0 | $0 |
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