Plan Snapshot
- Plan Sponsor: Donaldson Callif Perez, LLP
- Sponsor EIN: 611574311
- Sponsor Address: 5600 W ADAMS BLVD, LOS ANGELES, CA, 90016
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 21 | $4.4M | $308,169 | $204,983 |
| 2023 | 22 | $3.4M | $307,121 | $131,714 |
| 2022 | 15 | $2.6M | $254,133 | $64,204 |