Plan Snapshot
- Plan Sponsor: Polk Investment, INC.
- Sponsor EIN: 473050203
- Sponsor Address: 41 BONITA STREET, SAN FRANCISCO, CA, 94109
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $76,621
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $76,621 | $0 | $0 |
| 2023 | 6 | $108,983 | $0 | $0 |
| 2022 | 7 | $118,585 | $0 | $0 |