Plan Snapshot
- Plan Sponsor: Palos Verdes Practice Management, LLC
- Sponsor EIN: 922884459
- Sponsor Address: 28924 S. WESTERN AVENUE, SUITE 213, RANCHO PALOS VERDES, CA, 90275
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $6.7M | $101,681 | $73,078 |
| 2023 | 3 | $2.8M | $58,997 | $32,968 |
| 2022 | 2 | $2.3M | $53,738 | $31,024 |
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