Plan Snapshot
- Plan Sponsor: Bostwick & Peterson, LLP
- Sponsor EIN: 262233912
- Sponsor Address: 591 REDWOOD HWY, SUITE 2350, MILL VALLEY, CA, 94941
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 9 | $3.0M | $165,365 | $164,973 |
| 2022 | 7 | $2.4M | $84,050 | $126,800 |