Plan Snapshot
- Plan Sponsor: Patrick Buzarellos Kendrick LLP
- Sponsor EIN: 680197298
- Sponsor Address: 1900 POINT WEST WAY SUITE 102, SACRAMENTO, CA, 958150000
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $6.7M | $166,996 | $154,351 |
| 2023 | 9 | $5.6M | $194,648 | $143,818 |
| 2022 | 9 | $4.6M | $124,608 | $120,291 |