Plan Snapshot
- Plan Sponsor: Flewelling & Moody
- Sponsor EIN: 952075737
- Sponsor Address: 99 SOUTH LAKE AVENUE, SUITE 300, PASADENA, CA, 91101
- Plan Type: DC
- Total Participants: 18
- Total Assets: $2.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $2.9M | $909,407 | $0 |
| 2023 | 20 | $2.5M | $346,799 | $0 |
| 2022 | 20 | $2.1M | $318,404 | $0 |