Plan Snapshot
- Plan Sponsor: Corvus Wealth Advisors LLC
- Sponsor EIN: 853315053
- Sponsor Address: 615 S. MAIN STREET, TEMPLETON, CA, 93465
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 21
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 21 | $4.7M | $0 | $0 |
| 2024 | 13 | $3.5M | $191,703 | $214,328 |
| 2023 | 11 | $2.7M | $152,238 | $173,281 |
| 2022 | 11 | $2.1M | $128,242 | $140,894 |
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