Plan Snapshot
- Plan Sponsor: Charles Small & Associates
- Sponsor EIN: 342060428
- Sponsor Address: PO BOX 601625, SACRAMENTO, CA, 95860
- Plan Type: DB
- Total Participants: 2
- Total Assets: $194,480
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 | 2 | $194,480 | $194,480 | $0 |