Plan Snapshot
- Plan Sponsor: Fishman, Block & Diamond, LLP
- Sponsor EIN: 953389582
- Sponsor Address: 16830 VENTURA BOULEVARD, SUITE 400, ENCINO, CA, 914361726
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 43 | $9.0M | $532,511 | $611,361 |
| 2023 | 44 | $8.0M | $404,919 | $497,025 |
| 2022 | 40 | $6.3M | $392,798 | $463,078 |