Plan Snapshot
- Plan Sponsor: Henry E. Kloch & Co., INC.
- Sponsor EIN: 362764206
- Sponsor Address: PO BOX 10685, BURBANK, CA, 91510
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 1 | $3.9M | $11,160 | $0 |
| 2024 | 1 | $3.9M | $11,160 | $0 |
| 2023 | 1 | $3.9M | $12,180 | $492 |
| 2022 | 4 | $3.5M | $0 | $3,050 |