Plan Snapshot
- Plan Sponsor: Gould Asset Management LLC
- Sponsor EIN: 954738705
- Sponsor Address: 341 W 1ST ST STE 200, CLAREMONT, CA, 91711
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 13 | $8.0M | $129,320 | $171,364 |
| 2023 | 14 | $6.8M | $122,813 | $162,236 |
| 2022 | 14 | $3.6M | $190,758 | $145,599 |