Beckman, Feller & Chang 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Beckman, Feller & Chang
  • Sponsor EIN: 942777079
  • Sponsor Address: 731 EL CERRITO PLAZA, EL CERRITO, CA, 94530
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $4.0M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$4.0M$8,396$37,091
20237$3.9M$9,609$38,781
20229$3.3M$13,503$42,125

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