Plan Snapshot
- Plan Sponsor: Edgar, Dunn & Company
- Sponsor EIN: 522243214
- Sponsor Address: 2 EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $7.7M | $42,455 | $65,045 |
| 2023 | 6 | $6.3M | $49,245 | $91,199 |
| 2022 | 6 | $4.5M | $43,494 | $80,087 |