Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Peters Habib Mckenna & Juhl-Rhodes LLP
  • Sponsor EIN: 464442579
  • Sponsor Address: 414 SALEM STREET, CHICO, CA, 959280000
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 12
  • Total Assets: $8.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202512$8.3M$0$0
202410$7.7M$99,697$111,704
202310$7.1M$43,872$101,555
202210$6.7M$56,474$79,285

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