Plan Snapshot
- Plan Sponsor: Karpinski, Bernstein & Adler, P.L.C.
- Sponsor EIN: 860693308
- Sponsor Address: 5110 N. 40TH STREET, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $1.0M | $21,366 | $78,731 |
| 2023 | 7 | $861,746 | $23,578 | $91,124 |
| 2022 | 6 | $673,403 | $23,178 | $91,475 |
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