Plan Snapshot
- Plan Sponsor: Cypress Wealth Services LLC
- Sponsor EIN: 822079022
- Sponsor Address: 74150 COUNTRY CLUB DR, PALM DESERT, CA, 922601655
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 7
- Total Assets: $567,074
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 | 7 | $567,074 | $0 | $0 |
| 2024 | 4 | $423,186 | $13,223 | $38,397 |
| 2023 | 5 | $311,082 | $11,797 | $36,181 |
| 2022 | 5 | $218,456 | $8,456 | $31,613 |
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