Plan Snapshot
- Plan Sponsor: Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP
- Sponsor EIN: 680475755
- Sponsor Address: 1201 VINE STREET, SUITE 200, HEALDSBURG, CA, 95448
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $5.9M | $75,829 | $97,305 |
| 2023 | 5 | $5.6M | $80,679 | $53,819 |
| 2022 | 6 | $6.0M | $88,267 | $84,050 |