Plan Snapshot
- Plan Sponsor: Dickenson Peatman & Fogarty A Professional Corp.
- Sponsor EIN: 942780183
- Sponsor Address: 1500 FIRST STREET STE 200, NAPA, CA, 94559
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $13.5M
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 | 46 | $13.5M | $339,201 | $643,246 |
| 2023 | 42 | $11.4M | $286,838 | $617,516 |
| 2022 | 39 | $9.5M | $561,046 | $546,889 |