Plan Snapshot
- Plan Sponsor: Howe, Bonney & Associates
- Sponsor EIN: 931271186
- Sponsor Address: 350 N. GLENDALE AVE, STE B352, GLENDALE, CA, 91206
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.4M
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 | 7 | $2.4M | $81,265 | $65,936 |
| 2023 | 7 | $3.0M | $79,701 | $76,592 |
| 2022 | 7 | $2.8M | $95,747 | $105,714 |