Plan Snapshot
- Plan Sponsor: Iaffaldano, Shaw & Young LLP
- Sponsor EIN: 262819747
- Sponsor Address: 515 MOLINO STREET, LOS ANGELES, CA, 90013
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 10 | $4.6M | $141,183 | $154,165 |
| 2023 | 10 | $3.8M | $112,498 | $191,722 |
| 2022 | 13 | $3.1M | $60,762 | $133,179 |