Plan Snapshot
- Plan Sponsor: Oster And Wolf LLP
- Sponsor EIN: 203709807
- Sponsor Address: 21031 VENTURA BLVD STE 1105, WOODLAND HILLS, CA, 913642256
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.5M
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 | 5 | $1.5M | $0 | $1,600 |
| 2023 | 4 | $1.3M | $0 | $48,800 |
| 2022 | 4 | $1.0M | $0 | $29,625 |