Plan Snapshot
- Plan Sponsor: Liden, Nestle, Soled & Associates, INC.
- Sponsor EIN: 770204740
- Sponsor Address: 2535 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA, 91361
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $4.2M
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 | 21 | $4.2M | $77,265 | $124,084 |
| 2023 | 22 | $5.9M | $34,996 | $93,850 |
| 2022 | 19 | $6.0M | $35,768 | $156,425 |