Plan Snapshot
- Plan Sponsor: Penney & Associates, Legal Corporation
- Sponsor EIN: 264278715
- Sponsor Address: 1490 STONE POINT DRIVE, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $5.8M
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 | 16 | $5.8M | $240,525 | $216,711 |
| 2023 | 14 | $5.6M | $204,600 | $203,574 |
| 2022 | 17 | $4.6M | $221,880 | $227,308 |