Plan Snapshot
- Plan Sponsor: Oliveri Management INC
- Sponsor EIN: 844243154
- Sponsor Address: 1040 UNIVERSITY AVE, B101, SAN DIEGO, CA, 92103
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $278,510
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 9 | $278,510 | $0 | $0 |
| 2023 | 6 | $277,287 | $0 | $0 |
| 2022 | 3 | $276,577 | $0 | $0 |