Plan Snapshot
- Plan Sponsor: Brown & Streza, LLP
- Sponsor EIN: 330734518
- Sponsor Address: 40 PACIFICA, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 105 | $15.0M | $481,485 | $1.1M |
| 2023 | 83 | $11.9M | $397,057 | $924,565 |
| 2022 | 78 | $9.0M | $358,944 | $860,987 |