Plan Snapshot
- Plan Sponsor: Hoffman Short Rubin Dewinter Sanderson Aac
- Sponsor EIN: 813709413
- Sponsor Address: 1037 PARK VIEW DRIVE, COVINA, CA, 91724
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 16 | $2.3M | $90,015 | $137,682 |
| 2023 | 14 | $1.9M | $52,126 | $133,674 |
| 2022 | 19 | $2.4M | $52,496 | $140,302 |