# Klaris, Thomson & Schroeder, INC. 401(k) Plan
Source: https://planprovider.pro/companies/klaris-thomson-schroeder-inc-401k-plan

> Klaris, Thomson & Schroeder, INC.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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