Plan Snapshot
- Plan Sponsor: Greenspan & Associates, INC.
- Sponsor EIN: 953644013
- Sponsor Address: 6345 BALBOA BLVD., SUITE 355, ENCINO, CA, 913161511
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $3.2M | $29,126 | $103,110 |
| 2023 | 7 | $2.6M | $24,827 | $98,580 |
| 2022 | 7 | $2.1M | $25,594 | $85,830 |