Plan Snapshot
- Plan Sponsor: Cuneo, Black, Ward & Missler
- Sponsor EIN: 680220324
- Sponsor Address: 700 UNIVERSITY AVENUE, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $6.4M | $34,363 | $121,096 |
| 2023 | 13 | $5.5M | $34,175 | $121,670 |
| 2022 | 14 | $4.5M | $36,966 | $106,099 |