Plan Snapshot
- Plan Sponsor: Integrated Financial Services, Ltd. 401(K) Retirement/Profit Sharing P
- Sponsor EIN: 943347260
- Sponsor Address: 3964 RIVERMARK PLZ PMB 137, SANTA CLARA, CA, 950544155
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $573,702
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. |
|---|
| 2023 | 5 | $573,702 | $0 | $0 |
| 2022 | 5 | $483,028 | $0 | $0 |