Plan Snapshot
- Plan Sponsor: Campbell Taylor Washburn, An Accountancy Corporation
- Sponsor EIN: 680251243
- Sponsor Address: 3741 DOUGLAS BOULEVARD,, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $10.1M
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 | 83 | $10.1M | $260,106 | $799,103 |
| 2023 | 85 | $11.9M | $218,876 | $570,407 |
| 2022 | 54 | $9.5M | $0 | $431,247 |