Plan Snapshot
- Plan Sponsor: Kaufman, Rosenberg, Cohen & Gilbert
- Sponsor EIN: 953172334
- Sponsor Address: 21700 OXNARD ST SUITE 1050, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $659,849
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 12 | $659,849 | $1,626 | $0 |
| 2022 | 9 | $3.5M | $35,247 | $33,172 |