Plan Snapshot
- Plan Sponsor: Grant Shenon, Aplc
- Sponsor EIN: 953637457
- Sponsor Address: 15165 VENTURA BLVD., SUITE 200, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $6.0M
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 | 20 | $6.0M | $271,975 | $188,898 |
| 2023 | 16 | $5.5M | $219,058 | $162,033 |
| 2022 | 15 | $5.6M | $173,510 | $135,564 |