Plan Snapshot
- Plan Sponsor: Phillips, Fractor & Company, LLC
- Sponsor EIN: 455551955
- Sponsor Address: 3452 E. FOOTHILL BLVD, PASADENA, CA, 91107
- Plan Type: DC
- Total Participants: 11
- Total Assets: $3.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $3.8M | $154,229 | $0 |
| 2023 | 13 | $3.3M | $125,235 | $0 |
| 2022 | 12 | $3.1M | $97,527 | $0 |