Plan Snapshot
- Plan Sponsor: Performance Technology Partner
- Sponsor EIN: 731699506
- Sponsor Address: 500 CAPITOL MALL STE 2350, SACRAMENTO, CA, 958144760
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $12.5M
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 | 83 | $12.5M | $0 | $974,849 |
| 2023 | 80 | $9.9M | $0 | $822,386 |
| 2022 | 74 | $7.5M | $0 | $748,769 |