Plan Snapshot
- Plan Sponsor: Katz, Fram & Co., A Professional Corporation
- Sponsor EIN: 274492778
- Sponsor Address: 11500 OLYMPIC BLVD., SUITE 400, LOS ANGELES, CA, 90064
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.3M
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 | 1 | $1.3M | $0 | $30,500 |
| 2023 | 1 | $986,875 | $0 | $30,000 |
| 2022 | 1 | $806,750 | $0 | $27,000 |