Plan Snapshot
- Plan Sponsor: Perry Hay LLP
- Sponsor EIN: 462290413
- Sponsor Address: 30700 RUSSELL RANCH ROAD, SUITE 280, WESTLAKE VILLAGE, CA, 913629500
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $7.7M | $30,000 | $112,012 |
| 2023 | 8 | $7.9M | $50,000 | $114,900 |
| 2022 | 8 | $7.2M | $90,981 | $110,500 |