Plan Snapshot
- Plan Sponsor: Jorgenson, Siegel, Mcclure & Flegel, LLP
- Sponsor EIN: 941531369
- Sponsor Address: 1100 ALMA STREET #210, MENLO PARK, CA, 940253392
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 36
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 36 | $21.9M | $0 | $0 |
| 2024 | 21 | $19.5M | $346,219 | $347,514 |
| 2023 | 26 | $15.8M | $388,134 | $369,442 |
| 2022 | 23 | $13.3M | $368,522 | $268,800 |