Plan Snapshot
- Plan Sponsor: Kessenick Gamma, LLP
- Sponsor EIN: 204849683
- Sponsor Address: 1 POST STREET, SUITE 800, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $6.0M | $84,413 | $151,146 |
| 2023 | 10 | $6.0M | $352,202 | $204,312 |
| 2022 | 10 | $4.5M | $308,846 | $122,665 |