# Palos Verdes Practice Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/richard-mccallister-a-sole-proprietor-401k-plan-001-4459

> Palos Verdes Practice Management, LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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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