Plan Snapshot
- Plan Sponsor: Dale Scott & Co., INC.
- Sponsor EIN: 943033425
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $8.9M
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. |
|---|
| 2024 | 9 | $8.9M | $172,849 | $99,730 |
| 2023 | 8 | $7.2M | $121,664 | $86,925 |
| 2022 | 8 | $6.0M | $93,644 | $97,678 |