Plan Snapshot
- Plan Sponsor: Early Growth Financial Services, INC.
- Sponsor EIN: 254150644
- Sponsor Address: 2033 GATEWAY PLACE, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $4.9M
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. |
|---|
| 2023 | 39 | $4.9M | $185,376 | $466,403 |
| 2022 | 44 | $3.8M | $180,599 | $371,729 |