Plan Snapshot
- Plan Sponsor: Laureti & Associates, Aplc
- Sponsor EIN: 800965153
- Sponsor Address: 402 W. BROADWAY, SUITE 2600, SAN DIEGO, CA, 921018599
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $799,282
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3 | $799,282 | $27,249 | $61,300 |
| 2023 | 5 | $641,769 | $7,723 | $62,600 |
| 2022 | 6 | $512,743 | $6,105 | $57,824 |