Plan Snapshot
- Plan Sponsor: Kathleen Schwartzplatz
- Sponsor EIN: 680263780
- Sponsor Address: 730 HOWE AVE STE 100, SACRAMENTO, CA, 95825
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $1.2M | $4,218 | $37,124 |
| 2023 | 3 | $995,126 | $10,240 | $32,492 |
| 2022 | 3 | $757,607 | $9,768 | $27,634 |