Plan Snapshot
- Plan Sponsor: Kahn, Soares & Conway, LLP
- Sponsor EIN: 942540290
- Sponsor Address: 1415 L STREET, SUITE 400, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 36 | $12.7M | $225,350 | $93,500 |
| 2023 | 35 | $11.0M | $360,595 | $219,140 |
| 2022 | 34 | $9.0M | $67,471 | $87,463 |