Plan Snapshot
- Plan Sponsor: Klein & Wilson LLP
- Sponsor EIN: 330669303
- Sponsor Address: 4770 VON KARMAN AVE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $7.7M
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 | 16 | $7.7M | $213,047 | $249,176 |
| 2023 | 17 | $6.5M | $206,059 | $192,950 |
| 2022 | 17 | $5.6M | $144,386 | $133,904 |