Plan Snapshot
- Plan Sponsor: Fenton & Keller, A Professional Corporation
- Sponsor EIN: 770354151
- Sponsor Address: 2801 MONTEREY-SALINAS HIGHWAY, MONTEREY, CA, 93940
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 56 | $12.7M | $217,697 | $542,021 |
| 2023 | 51 | $10.7M | $201,285 | $421,346 |
| 2022 | 45 | $8.7M | $214,897 | $464,991 |
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