Plan Snapshot
- Plan Sponsor: Pierce Kavcioglu Espinosa & Cesar LLP
- Sponsor EIN: 862232389
- Sponsor Address: 16055 VENTURA BOULEVARD, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 19 | $2.2M | $94,524 | $229,090 |
| 2023 | 16 | $1.7M | $47,811 | $196,793 |
| 2022 | 13 | $1.1M | $119,740 | $128,944 |