Plan Snapshot
- Plan Sponsor: Marshall/Plumb Research Associates, INC.
- Sponsor EIN: 954138787
- Sponsor Address: 4150 RIVERSIDE DRIVE #209, BURBANK, CA, 915054149
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 10 | $1.1M | $0 | $21,039 |
| 2023 | 8 | $1.0M | $7,000 | $38,174 |
| 2022 | 8 | $864,006 | $15,875 | $31,230 |