# Kalliopeia Foundation 401(k) Plan
Source: https://planprovider.pro/companies/kalliopeia-foundation-401k-plan

> Kalliopeia Foundation's 401(k) plan: 19 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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