Plan Snapshot
- Plan Sponsor: Hemar, Rousso & Heald, LLP
- Sponsor EIN: 953555464
- Sponsor Address: 15910 VENTURA BLVD, SUITE 1201, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 33 | $8.2M | $0 | $393,222 |
| 2023 | 34 | $6.9M | $0 | $368,856 |
| 2022 | 33 | $5.5M | $1,081 | $316,983 |