Plan Snapshot
- Plan Sponsor: Flewelling & Moody, INC.
- Sponsor EIN: 952075737
- Sponsor Address: 99 SOUTH LAKE AVE, SUITE 300, PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $7.3M
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 | 29 | $7.3M | $106,757 | $217,208 |
| 2023 | 23 | $6.1M | $110,512 | $217,025 |
| 2022 | 23 | $4.9M | $96,061 | $199,670 |