Plan Snapshot
- Plan Sponsor: Devin Stewart Professional Den
- Sponsor EIN: 823393939
- Sponsor Address: 1010 PEACH ST STE 100, SAN LUIS OBISPO, CA, 934012723
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $557,236
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4 | $557,236 | $13,911 | $52,755 |
| 2023 | 6 | $437,119 | $11,428 | $44,318 |
| 2022 | 5 | $302,983 | $10,460 | $41,701 |