Plan Snapshot
- Plan Sponsor: Dana & Fullam
- Sponsor EIN: 831527966
- Sponsor Address: 1600 S. MAIN ST. SUITE 195, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $742,792
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $742,792 | $0 | $0 |
| 2023 | 6 | $640,168 | $0 | $0 |
| 2022 | 6 | $561,739 | $0 | $0 |