Plan Snapshot
- Plan Sponsor: Rathbun Associates
- Sponsor EIN: 941653463
- Sponsor Address: 48890 MILMONT DRIVE, SUITE 109D, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $1.7M
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 | 18 | $1.7M | $23,553 | $82,080 |
| 2023 | 18 | $1.5M | $23,305 | $51,880 |
| 2022 | 18 | $1.4M | $22,081 | $43,625 |