Plan Snapshot
- Plan Sponsor: Glynn & Finley, LLP
- Sponsor EIN: 680301013
- Sponsor Address: 100 PRINGLE AVENUE, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $9.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $9.6M | $48,023 | $229,304 |
| 2023 | 12 | $8.2M | $78,149 | $236,067 |
| 2022 | 13 | $6.8M | $47,774 | $223,746 |