Plan Snapshot
- Plan Sponsor: Laureti & Associates, Aplc
- Sponsor EIN: 800965153
- Sponsor Address: 402 W. BROADWAY, SUITE 2600, SAN DIEGO, CA, 921018599
- Plan Type: DB
- Total Participants: 3
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $2.2M | $86,000 | $0 |
| 2023 | 5 | $2.0M | $250,000 | $0 |
| 2022 | 3 | $1.6M | $600,000 | $0 |