Plan Snapshot
- Plan Sponsor: James Newman
- Sponsor EIN: 943291196
- Sponsor Address: 1795 EL CAMINO REAL, PALO ALTO, CA, 94401
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7
- Total Assets: $1.4M
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. |
|---|
| 2025 | 7 | $1.4M | $0 | $0 |
| 2024 | 7 | $1.2M | $18,397 | $0 |
| 2023 | 6 | $1.1M | $27,489 | $0 |
| 2022 | 6 | $1.0M | $21,963 | $0 |
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