Plan Snapshot
- Plan Sponsor: Mosher Financial Advisors, LLC
- Sponsor EIN: 823054990
- Sponsor Address: 3658 MT. DIABLO BLVD., SUITE 210, LAFAYETTE, CA, 945493751
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $13.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $13.8M | $160,888 | $116,759 |
| 2023 | 8 | $10.9M | $140,842 | $92,700 |
| 2022 | 8 | $9.0M | $149,651 | $86,075 |