Plan Snapshot
- Plan Sponsor: Kaplan, Kenegos & Kadin
- Sponsor EIN: 953926318
- Sponsor Address: 9150 WILSHIRE BLVD., SUITE 175, BEVERLY HILLS, CA, 90212
- Plan Type: DC
- Total Participants: 7
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.3M | $118,366 | $0 |
| 2023 | 7 | $1.3M | $150,561 | $0 |
| 2022 | 8 | $1.1M | $161,362 | $0 |