Plan Snapshot
- Plan Sponsor: Kalliopeia Foundation
- Sponsor EIN: 943270387
- Sponsor Address: 11431 STATE ROUTE ONE, SUITE 3B, POINT REYES STATION, CA, 949560462
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $2.4M
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 | 19 | $2.4M | $184,065 | $86,974 |
| 2023 | 20 | $1.8M | $171,272 | $100,574 |
| 2022 | 20 | $1.4M | $0 | $93,473 |