Plan Snapshot
- Plan Sponsor: David Barnes & Co.
- Sponsor EIN: 203140493
- Sponsor Address: 14701 KESWICK ST, VAN NUYS, CA, 91405
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $4.1M
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 | 77 | $4.1M | $0 | $232,038 |
| 2023 | 74 | $4.4M | $0 | $189,672 |
| 2022 | 66 | $3.8M | $0 | $177,071 |