Plan Snapshot
- Plan Sponsor: Neumiller & Beardslee, A Professional Corporation
- Sponsor EIN: 942773650
- Sponsor Address: PO BOX 20, STOCKTON, CA, 95201
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $15.5M
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 | 19 | $15.5M | $160,581 | $169,700 |
| 2023 | 26 | $20.2M | $318,878 | $331,571 |
| 2022 | 37 | $19.4M | $405,755 | $334,186 |