Plan Snapshot
- Plan Sponsor: Johnson-Frank & Associates, INC.
- Sponsor EIN: 953086260
- Sponsor Address: 5150 E. HUNTER AVE., ANAHEIM, CA, 92807
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $9.8M
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 | $9.8M | $198,543 | $113,157 |
| 2024 | 7 | $8.4M | $44,407 | $112,474 |
| 2023 | 7 | $6.8M | $35,713 | $113,162 |
| 2022 | 7 | $5.7M | $37,142 | $109,265 |