Plan Snapshot
- Plan Sponsor: Bertrand, Fox, Elliot, Osman & Wenzel, A Professional Coporation
- Sponsor EIN: 943185085
- Sponsor Address: 2749 HYDE ST., SAN FRANCISCO, CA, 941091222
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 31 | $9.0M | $262,066 | $364,804 |
| 2022 | 26 | $7.3M | $246,702 | $381,710 |