Plan Snapshot
- Plan Sponsor: Dal Poggetto & Company LLP
- Sponsor EIN: 680289709
- Sponsor Address: 149 STONY CIRCLE, SANTA ROSA, CA, 95401
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $5.5M
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 | 18 | $5.5M | $40,579 | $210,100 |
| 2023 | 15 | $4.8M | $36,170 | $161,738 |
| 2022 | 16 | $3.9M | $35,064 | $144,529 |