James A. Quaglino, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: James A. Quaglino, INC.
  • Sponsor EIN: 952507376
  • Sponsor Address: 815 FIERO LANE, SAN LUIS OBISPO, CA, 93401
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $2.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$2.4M$6,302$136,915
202336$2.4M$103,475$167,688
202231$5.6M$100,000$120,430

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