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