Plan Snapshot
- Plan Sponsor: Crist, Biorn, Shepherd & Roskoph Apc
- Sponsor EIN: 941729469
- Sponsor Address: 2479 E. BAYSHORE RD,. STE 155, PALO ALTO, CA, 943033230
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $8.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $8.9M | $92,342 | $96,356 |
| 2023 | 11 | $8.9M | $92,342 | $96,356 |
| 2022 | 10 | $7.4M | $105,849 | $88,630 |