Plan Snapshot
- Plan Sponsor: Clumeck Stern Schenkelberg & Getzoff
- Sponsor EIN: 954120221
- Sponsor Address: 17404 VENTURA BOULEVARD, 2ND FLOOR, ENCINO, CA, 913163877
- Plan Type: DB
- Total Participants: 7
- Total Assets: $6.6M
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 | 7 | $6.6M | $154,260 | $0 |
| 2023 | 5 | $6.0M | $314,500 | $0 |
| 2022 | 5 | $5.3M | $360,138 | $0 |