Plan Snapshot
- Plan Sponsor: Colin Gordon Associates
- Sponsor EIN: 943112425
- Sponsor Address: 1350 OLD BAYSHORE HIGHWAY, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13 | $7.5M | $218,826 | $188,448 |
| 2023 | 13 | $6.3M | $176,152 | $146,948 |
| 2022 | 13 | $5.6M | $236,087 | $124,048 |