Plan Snapshot
- Plan Sponsor: Nasif, Hicks, Harris & Co., LLP
- Sponsor EIN: 770181453
- Sponsor Address: 104 W. ANAPAMU ST., STE. B, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $30.7M
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 | 83 | $30.7M | $867,998 | $1.1M |
| 2023 | 68 | $24.9M | $763,145 | $1.1M |
| 2022 | 66 | $19.0M | $668,126 | $966,093 |