Plan Snapshot
- Plan Sponsor: Lori L Hock
- Sponsor EIN: 680263092
- Sponsor Address: 524 HARTZ AVE STE B, DANVILLE, CA, 945263973
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $10,426
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. |
|---|
| 2025 | 6 | $10,426 | $0 | $0 |
| 2024 | 4 | $7,901 | $1,239 | $1,269 |
| 2023 | 4 | $4,901 | $577 | $4,077 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants