Plan Snapshot
- Plan Sponsor: Fieldman, Rolapp & Associates, INC.
- Sponsor EIN: 952920834
- Sponsor Address: 19900 MACARTHUR BLVD., SUITE 1100, IRVINE, CA, 926128429
- Plan Type: DC
- Total Participants: 16
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 16 | $3.0M | $253,000 | $0 |
| 2023 | 15 | $2.4M | $215,000 | $0 |
| 2022 | 16 | $2.3M | $245,000 | $0 |