Plan Snapshot
- Plan Sponsor: D'Andre, Peterson, & Bobus, LLP
- Sponsor EIN: 911999590
- Sponsor Address: 1600 BROADWAY SUITE 300, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 57 | $12.0M | $147,175 | $521,632 |
| 2023 | 0 | $10.3M | $237,140 | $637,743 |
| 2022 | 116 | $8.8M | $222,428 | $531,811 |
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