Plan Snapshot
- Plan Sponsor: Davis Paul Management Group
- Sponsor EIN: 943171556
- Sponsor Address: P.O. BOX 590413, SAN FRANCISCO, CA, 94159
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $3.0M
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 | 6 | $3.0M | $15,564 | $31,106 |
| 2023 | 10 | $3.6M | $16,487 | $34,828 |
| 2022 | 14 | $3.2M | $17,409 | $31,203 |