Plan Snapshot
- Plan Sponsor: Callahan, Thompson, Sherman & Caudill, LLP
- Sponsor EIN: 270465422
- Sponsor Address: 2601 MAIN STREET, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 47 | $13.8M | $61,798 | $368,081 |
| 2023 | 41 | $13.0M | $63,355 | $357,376 |
| 2022 | 61 | $11.1M | $36,514 | $219,559 |