Plan Snapshot
- Plan Sponsor: Gifford Fong Associates
- Sponsor EIN: 953305625
- Sponsor Address: 3658 MT DIABLO BLVD STE 200, LAFAYETTE, CA, 945493751
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 18
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 18 | $3.0M | $0 | $0 |
| 2024 | 8 | $2.6M | $22,002 | $112,094 |
| 2023 | 9 | $2.2M | $21,652 | $99,195 |
| 2022 | 8 | $1.7M | $19,346 | $103,939 |
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