Plan Snapshot
- Plan Sponsor: Polly, Scatena, Vasheresse & Sater
- Sponsor EIN: 941246445
- Sponsor Address: 655 MARINERS ISLAND BLVD, 304, SAN MATEO, CA, 944041061
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 10 | $15.5M | $181,261 | $106,084 |
| 2024 | 10 | $15.5M | $181,261 | $106,084 |
| 2023 | 10 | $14.6M | $231,669 | $95,088 |
| 2022 | 10 | $13.7M | $219,732 | $96,123 |