Crisafi, Pryor, & Farquhar, A Professional Corp DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Crisafi, Pryor, & Farquhar, A Professional Corp
  • Sponsor EIN: 942621126
  • Sponsor Address: 1300 S. EL CAMINO REAL, STE 300, SAN MATEO, CA, 94402
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $5.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$5.8M$58,775$159,796
202316$4.6M$57,919$160,242
202215$3.8M$53,171$140,364

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