Plan Snapshot
- Plan Sponsor: Lance Kashian & Company
- Sponsor EIN: 941577121
- Sponsor Address: 255 E RIVER PARK CIR STE 120, FRESNO, CA, 937201574
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 26 | $3.1M | $116,363 | $216,749 |
| 2023 | 22 | $2.5M | $104,030 | $178,600 |
| 2022 | 24 | $2.0M | $87,860 | $155,118 |