Plan Snapshot
- Plan Sponsor: Personal Resources Investment & Strategic Management, INC.
- Sponsor EIN: 200077521
- Sponsor Address: 4361 TUJUNGA AVENUE, SUITE A, STUDIO CITY, CA, 91604
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $10.9M | $151,826 | $116,606 |
| 2023 | 6 | $9.6M | $141,530 | $109,470 |
| 2022 | 5 | $8.4M | $131,232 | $103,111 |