Plan Snapshot
- Plan Sponsor: Drs. Korb & Merat
- Sponsor EIN: 550808028
- Sponsor Address: 6105 SNELL AVENUE, SUITE 105, SAN JOSE, CA, 95123
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.3M
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 | 9 | $1.3M | $38,873 | $57,250 |
| 2023 | 8 | $1.1M | $32,514 | $39,100 |
| 2022 | 9 | $964,048 | $33,107 | $39,350 |