Price Postel & Parma LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Price Postel & Parma LLP
  • Sponsor EIN: 951782877
  • Sponsor Address: 200 EAST CARRILLO, 4TH FLOOR, SANTA BARBARA, CA, 93101
  • Plan Type: DC
  • Total Participants: 34
  • Total Assets: $28.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$28.4M$534,894$478,887
202331$25.4M$381,228$442,710
202226$23.1M$382,766$397,827

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