Plan Snapshot
- Plan Sponsor: Clumeck Stern Schenkelberg & Getzoff
- Sponsor EIN: 954120221
- Sponsor Address: 17404 VENTURA BOULEVARD, 2ND FLOOR, ENCINO, CA, 913163877
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 14 | $9.5M | $223,015 | $278,321 |
| 2023 | 15 | $8.8M | $207,562 | $233,721 |
| 2022 | 11 | $7.8M | $161,476 | $157,155 |