Plan Snapshot
- Plan Sponsor: California'S Valued Trust
- Sponsor EIN: 776009955
- Sponsor Address: 520 EAST HERNDON AVENUE, FRESNO, CA, 93720
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 40 | $9.8M | $335,631 | $388,322 |
| 2023 | 37 | $8.4M | $297,905 | $329,820 |
| 2022 | 34 | $6.7M | $244,798 | $268,304 |