Plan Snapshot
- Plan Sponsor: Bozicevic, Field & Francis LLP
- Sponsor EIN: 770500092
- Sponsor Address: 505 HAMILTON AVENUE, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 79
- Total Assets: $26.9M
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. |
|---|
| 2025 | 79 | $26.9M | $0 | $0 |
| 2024 | 68 | $21.7M | $236,484 | $1.1M |
| 2023 | 66 | $17.5M | $204,540 | $879,445 |
| 2022 | 56 | $13.5M | $179,509 | $745,688 |