Plan Snapshot
- Plan Sponsor: Ng Wealth Advisors, INC.
- Sponsor EIN: 814873059
- Sponsor Address: 15 KNICKERBOCKER LN, ORINDA, CA, 945633717
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $7.6M | $59,729 | $84,000 |
| 2023 | 5 | $6.1M | $15,229 | $151,915 |
| 2022 | 4 | $4.9M | $13,750 | $201,250 |