Plan Snapshot
- Plan Sponsor: Harvey Alpert & Company, INC.
- Sponsor EIN: 953387314
- Sponsor Address: 2014 S. SEPULVEDA BLVD., SUITE 200, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $10.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $10.3M | $208,605 | $291,184 |
| 2024 | 17 | $8.7M | $216,451 | $296,984 |
| 2023 | 18 | $7.8M | $209,905 | $292,610 |
| 2022 | 17 | $6.2M | $181,047 | $250,369 |