Plan Snapshot
- Plan Sponsor: Caufield & James LLP
- Sponsor EIN: 134282635
- Sponsor Address: 555 PASEO ROSAL, CHULA VISTA, CA, 91910
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.4M | $0 | $0 |
| 2023 | 4 | $3.3M | $19,141 | $60,000 |
| 2022 | 7 | $3.5M | $100,425 | $65,513 |