Fingal, Fahrney & Clark, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fingal, Fahrney & Clark, LLP
  • Sponsor EIN: 330707202
  • Sponsor Address: 5120 CAMPUS DRIVE, SUITE 200, NEWPORT BEACH, CA, 92660
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $8.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$8.9M$52,000$7,500
20233$8.9M$52,000$7,500

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