Plan Snapshot
- Plan Sponsor: Purves & Associates Insurance
- Sponsor EIN: 680480324
- Sponsor Address: 500 4TH ST, DAVIS, CA, 956164125
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $776,738
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $776,738 | $2,432 | $15,930 |
| 2023 | 17 | $1.4M | $40,205 | $32,543 |
| 2022 | 15 | $1.1M | $39,015 | $29,267 |