Plan Snapshot
- Plan Sponsor: Kliman Sales, INC.
- Sponsor EIN: 942525327
- Sponsor Address: 8560 23RD AVENUE, SACRAMENTO, CA, 95826
- Plan Type: DC
- Total Participants: 28
- Total Assets: $5.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 28 | $5.5M | $125,000 | $215,448 |
| 2023 | 28 | $5.5M | $125,000 | $215,448 |
| 2022 | 26 | $4.8M | $125,000 | $169,055 |