Plan Snapshot
- Plan Sponsor: Prizer & Flores Cpas & Business Advisors
- Sponsor EIN: 270290063
- Sponsor Address: 1635 OHMS WAY, COSTA MESA, CA, 92627
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.4M
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. |
|---|
| 2024 | 8 | $1.4M | $75,275 | $47,163 |
| 2023 | 7 | $1.2M | $16,155 | $46,056 |
| 2022 | 6 | $983,081 | $67,299 | $43,709 |