Plan Snapshot
- Plan Sponsor: Matei & Co.
- Sponsor EIN: 474373767
- Sponsor Address: PO BOX 2918, RUNNING SPRINGS, CA, 923822918
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $555,831
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $555,831 | $0 | $23,000 |
| 2023 | 2 | $310,390 | $12,161 | $65,900 |
| 2022 | 2 | $133,003 | $8,943 | $60,000 |