Plan Snapshot
- Plan Sponsor: Conger Moss Guillard, INC.
- Sponsor EIN: 943371721
- Sponsor Address: 444 BRYANT STREET, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 58
- Total Assets: $13.7M
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. |
|---|
| 2025 | 58 | $13.7M | $0 | $0 |
| 2024 | 41 | $11.4M | $368,682 | $509,211 |
| 2023 | 38 | $9.1M | $361,439 | $426,456 |
| 2022 | 39 | $7.9M | $363,640 | $412,588 |