Plan Snapshot
- Plan Sponsor: James P. Bennett & Co.
- Sponsor EIN: 952094514
- Sponsor Address: 2716 OCEAN PARK BLVD SUITE 1045, SANTA MONICA, CA, 90405
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 20 | $3.2M | $18,806 | $269,354 |
| 2023 | 21 | $3.5M | $21,777 | $252,813 |
| 2022 | 22 | $2.9M | $16,797 | $198,978 |