Plan Snapshot
- Plan Sponsor: Groom & Cave, LLP
- Sponsor EIN: 770185200
- Sponsor Address: 1570 THE ALAMEDA, SUITE 100, SAN JOSE, CA, 95126
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 10 | $8.8M | $172,686 | $165,810 |
| 2023 | 11 | $7.4M | $104,016 | $132,675 |
| 2022 | 9 | $5.8M | $101,889 | $136,019 |