Plan Snapshot
- Plan Sponsor: Durard, Mckenna & Borg
- Sponsor EIN: 942198668
- Sponsor Address: 2015 PIONEER COURT, SUITE A, SAN MATEO, CA, 94403
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $506,688
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $506,688 | $0 | $0 |
| 2023 | 3 | $506,688 | $35,694 | $12,710 |
| 2022 | 4 | $392,081 | $17,359 | $38,795 |