Plan Snapshot
- Plan Sponsor: Caito & Klein Associates INC
- Sponsor EIN: 953744357
- Sponsor Address: 33 HAMMOND STREET STE 204, IRVINE, CA, 92618
- Plan Type: DC
- Total Participants: 13
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $4.8M | $0 | $0 |
| 2024 | 13 | $4.8M | $0 | $0 |
| 2023 | 14 | $4.6M | $102,527 | $0 |
| 2022 | 14 | $4.0M | $75,000 | $0 |