Plan Snapshot
- Plan Sponsor: Cooper Roberts Research, INC.
- Sponsor EIN: 943132040
- Sponsor Address: 617 BROADWAY, STE 1280, SONOMA, CA, 95476
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2023 | 0 | $0 | $49,513 | $39,046 |
| 2022 | 3 | $935,814 | $61,878 | $72,831 |