Fund Employees 401(K) Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fund Employees 401(K) Plan
  • Sponsor EIN: 136695765
  • Sponsor Address: 14761 CALIFA ST., VAN NUYS, CA, 914113107
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$5.9M$104,985$262,221
202341$6.1M$110,905$285,500
202243$5.1M$100,380$245,113

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