Plan Snapshot
- Plan Sponsor: Corey, Luzaich, De Ghetaldi & Riddle LLP
- Sponsor EIN: 941605114
- Sponsor Address: 700 EL CAMINO REAL, MILLBRAE, CA, 94030
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 35 | $4.4M | $0 | $0 |
| 2024 | 26 | $3.5M | $32,916 | $305,722 |
| 2023 | 39 | $3.8M | $59,310 | $386,186 |
| 2022 | 36 | $2.9M | $57,926 | $303,638 |