Plan Snapshot
- Plan Sponsor: Perotti & Carrade, Certified Public Accountants, A Professional Corpor
- Sponsor EIN: 680095377
- Sponsor Address: 1 MCINNIS PARKWAY, SUITE 200, SAN RAFAEL, CA, 94903
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 22 | $10.9M | $284,186 | $362,638 |
| 2024 | 22 | $10.9M | $284,186 | $362,638 |
| 2023 | 20 | $9.7M | $213,401 | $318,345 |
| 2022 | 18 | $8.5M | $174,669 | $260,705 |
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