Plan Snapshot
- Plan Sponsor: Clover Sonoma
- Sponsor EIN: 942423221
- Sponsor Address: PO BOX 750369, PETALUMA, CA, 94975
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 89 | $16.0M | $434,331 | $888,512 |
| 2023 | 81 | $15.1M | $409,851 | $778,879 |
| 2022 | 83 | $12.4M | $385,098 | $736,961 |