Plan Snapshot
- Plan Sponsor: Plm Lender Services, INC.
- Sponsor EIN: 770260585
- Sponsor Address: 5446 THORNWOOD DRIVE 2ND FLOOR, SAN JOSE, CA, 95123
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 14 | $9.9M | $335,333 | $206,110 |
| 2024 | 14 | $9.9M | $335,333 | $206,110 |
| 2023 | 14 | $8.7M | $377,975 | $175,553 |
| 2022 | 14 | $7.8M | $339,737 | $144,327 |