Green, Steel & Albrecht, LLP. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Green, Steel & Albrecht, LLP.
  • Sponsor EIN: 330686130
  • Sponsor Address: 19800 MACARTHUR BLVD., SUITE 1000, IRVINE, CA, 92612
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202513$3.8M$109,215$173,948
20249$3.1M$101,590$167,368
20239$5.0M$93,638$145,596
202210$4.3M$115,745$172,147

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