Plan Snapshot
- Plan Sponsor: Neyhart, Anderson, Flynn & Grosboll
- Sponsor EIN: 942576729
- Sponsor Address: 369 PINE ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 6 | $7.4M | $97,386 | $60,880 |
| 2023 | 8 | $6.8M | $111,211 | $68,705 |
| 2022 | 8 | $5.8M | $93,848 | $77,457 |