Fenster & Fenster 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fenster & Fenster
  • Sponsor EIN: 952698993
  • Sponsor Address: 555 CAJON STREET STE A, REDLANDS, CA, 92373
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $16.4M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$16.4M$132,304$54,644
20236$15.0M$140,911$67,010
20227$13.1M$196,313$57,750

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