Plan Snapshot
- Plan Sponsor: Fiscally Fit, INC.
- Sponsor EIN: 263801310
- Sponsor Address: PO BOX 301, LOS ALTOS, CA, 94023
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $591,634
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 | 1 | $591,634 | $12,545 | $57,824 |
| 2023 | 2 | $512,798 | $8,843 | $30,458 |
| 2022 | 2 | $408,393 | $6,491 | $28,924 |
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