Plan Snapshot
- Plan Sponsor: Dixie James
- Sponsor EIN: 800729843
- Sponsor Address: 23679 CALABASAS RD PMB 126, CALABASAS, CA, 913021502
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $293,572
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3 | $293,572 | $7,894 | $32,450 |
| 2023 | 3 | $241,927 | $8,246 | $21,450 |
| 2022 | 3 | $200,072 | $8,413 | $22,813 |