Plan Snapshot
- Plan Sponsor: Phillips Adr Enterprises, P.C.
- Sponsor EIN: 471443680
- Sponsor Address: 2101 E COAST HIGHWAY STE 250, CORONA DEL MAR, CA, 92625
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $3.0M | $115,839 | $204,831 |
| 2023 | 12 | $2.4M | $101,062 | $137,513 |
| 2022 | 11 | $1.8M | $99,920 | $135,892 |