Fredric R. Bocceri DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Fredric R. Bocceri
  • Sponsor EIN: 680077864
  • Sponsor Address: 2100 NORTHROP AVENUE, SUITE 600, SACRAMENTO, CA, 958253937
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$3.6M$18,571$0
20221$2.4M$43,459$0

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