Plan Snapshot
- Plan Sponsor: Marcus & Kelton INC
- Sponsor EIN: 205106418
- Sponsor Address: 32107 LINDERO CANYON RD STE 106, WESTLAKE VILLAGE, CA, 913614271
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $230,652
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 | 3 | $230,652 | $4,000 | $20,000 |
| 2023 | 3 | $135,193 | $4,000 | $20,000 |
| 2022 | 3 | $71,035 | $4,000 | $20,000 |