Plan Snapshot
- Plan Sponsor: Pkf San Diego, LLP
- Sponsor EIN: 813391684
- Sponsor Address: 2020 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 39 | $12.5M | $162,336 | $368,238 |
| 2023 | 37 | $10.8M | $155,977 | $226,625 |
| 2022 | 33 | $9.7M | $76,618 | $181,146 |