Plan Snapshot
- Plan Sponsor: Klaris, Thomson & Schroeder, INC.
- Sponsor EIN: 371319744
- Sponsor Address: 6102 COSTA DEL REY, LONG BEACH, CA, 90803
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 16 | $10.0M | $87,760 | $179,288 |
| 2023 | 13 | $8.7M | $127,757 | $193,282 |
| 2022 | 13 | $8.4M | $142,287 | $193,421 |