Plan Snapshot
- Plan Sponsor: Calligari & Associates, LLC
- Sponsor EIN: 472545487
- Sponsor Address: 35411 VIA DE DAUM, CAPISTRANO BEACH, CA, 926241828
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $951,594
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 | 12 | $951,594 | $22,686 | $109,386 |
| 2023 | 12 | $696,032 | $21,764 | $84,392 |
| 2022 | 11 | $574,344 | $17,606 | $73,457 |