Plan Snapshot
- Plan Sponsor: Price Pelletier, LLP
- Sponsor EIN: 843878236
- Sponsor Address: 530 B STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $883,477
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 | 21 | $883,477 | $20,296 | $131,507 |
| 2023 | 18 | $640,224 | $12,418 | $73,463 |
| 2022 | 13 | $478,842 | $12,815 | $91,322 |