Plan Snapshot
- Plan Sponsor: Gross Klein PC
- Sponsor EIN: 471305554
- Sponsor Address: THE EMBARCADERO, PIER 9,, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $2.5M
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 | 6 | $2.5M | $129,226 | $120,264 |
| 2023 | 6 | $2.0M | $100,514 | $109,936 |