Plan Snapshot
- Plan Sponsor: Linda Rogers & Associates
- Sponsor EIN: 330619022
- Sponsor Address: 25283 CABOT RD., STE. 103, LAGUNA HILLS, CA, 92653
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.1M
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 | 2 | $1.1M | $37,802 | $0 |
| 2023 | 2 | $936,171 | $41,568 | $0 |
| 2022 | 2 | $797,711 | $41,361 | $0 |