Plan Snapshot
- Plan Sponsor: Petersen Kolberg And Associates P.C.
- Sponsor EIN: 930769512
- Sponsor Address: 6969 SW HAMPTON STREET, PORTLAND, OR, 97223
- Plan Type: DC
- Total Participants: 41
- Total Assets: $6.5M
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 | 41 | $6.5M | $103,389 | $263,938 |
| 2023 | 37 | $6.0M | $245,030 | $237,067 |
| 2022 | 41 | $4.5M | $85,407 | $257,022 |