Plan Snapshot
- Plan Sponsor: Peterson & Price, A Professional Corporation
- Sponsor EIN: 952573757
- Sponsor Address: 402 WEST BROADWAY, SUITE 1815, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 5 | $4.1M | $21,540 | $87,368 |
| 2023 | 5 | $7.0M | $18,001 | $55,140 |
| 2022 | 5 | $6.3M | $21,549 | $58,999 |
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