Plan Snapshot
- Plan Sponsor: Bergman Dacey Goldsmith, A Professional Law Corporation
- Sponsor EIN: 953853032
- Sponsor Address: 10880 WILSHIRE BLVD., SUITE 900, LOS ANGELES, CA, 900244101
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 25 | $3.4M | $51,992 | $343,141 |
| 2023 | 24 | $5.5M | $52,723 | $319,764 |
| 2022 | 20 | $4.9M | $46,275 | $271,575 |