Plan Snapshot
- Plan Sponsor: Epsten, Apc
- Sponsor EIN: 330642809
- Sponsor Address: 3111 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 38 | $12.3M | $212,807 | $438,048 |
| 2023 | 39 | $11.4M | $188,712 | $449,391 |
| 2022 | 37 | $9.4M | $229,080 | $430,037 |