Richard C. Slade & Associates, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard C. Slade & Associates, LLC
  • Sponsor EIN: 954711388
  • Sponsor Address: 14051 BURBANK BLVD., SUITE 300, VAN NUYS, CA, 91401
  • Plan Type: DC
  • Total Participants: 11
  • Total Assets: $1.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$1.7M$160,239$0
202312$1.4M$147,821$0
20229$1.1M$160,633$0

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