Plan Snapshot
- Plan Sponsor: Judkins Glatt & Rich LLP
- Sponsor EIN: 300129458
- Sponsor Address: 600 B STREET, SUITE 2350, SAN DIEGO, CA, 921014503
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.4M
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. |
|---|
| 2024 | 12 | $3.4M | $53,068 | $97,361 |
| 2023 | 12 | $3.1M | $48,038 | $108,610 |
| 2022 | 13 | $2.6M | $44,609 | $122,974 |