Plan Snapshot
- Plan Sponsor: Frank Susi
- Sponsor EIN: 770231109
- Sponsor Address: 1154 DEL MONTE AVE, MONTEREY, CA, 939402426
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $169,812
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $169,812 | $2,349 | $900 |
| 2023 | 7 | $158,951 | $2,726 | $4,200 |
| 2022 | 8 | $145,206 | $4,580 | $5,073 |