Plan Snapshot
- Plan Sponsor: Connolly & Finkel, LLP
- Sponsor EIN: 954469818
- Sponsor Address: 15760 VENTURA BLVD., 18TH FLOOR, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $6.1M | $83,809 | $7,500 |
| 2023 | 3 | $5.4M | $13,342 | $20,000 |
| 2022 | 3 | $4.9M | $23,507 | $27,000 |