Rice Hall James & Associates, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rice Hall James & Associates, LLC
  • Sponsor EIN: 431992528
  • Sponsor Address: 600 WEST BROADWAY, SAN DIEGO, CA, 921010905
  • Plan Type: 401(k)
  • Total Participants: 26
  • Total Assets: $22.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$22.4M$370,570$521,597
202326$21.7M$374,124$537,337
202227$22.7M$408,840$523,484

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