Plan Snapshot
- Plan Sponsor: Gerard & Associates, A Professional Corp
- Sponsor EIN: 330728475
- Sponsor Address: 1516 FRONT STREET, SAN DIEGO, CA, 92101
- Plan Type: DC
- Total Participants: 2
- Total Assets: $202,669
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $202,669 | $0 | $0 |
| 2023 | 1 | $194,076 | $0 | $0 |
| 2022 | 1 | $167,415 | $0 | $0 |