# Peninsula Wealth LLC 401(k) Plan
Source: https://planprovider.pro/companies/peninsula-wealth-llc-401k-plan

> Peninsula Wealth LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peninsula Wealth LLC

- **Sponsor EIN:** 800535310

- **Sponsor Address:** 350 TOWNSEND ST STE 411, SAN FRANCISCO, CA, 941071693

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $2.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7|$2.0M|$121,263|$141,601|

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