# Richard S. Calone, INC. A Professional Law Corporation 401(k) Plan
Source: https://planprovider.pro/companies/richard-s-calone-inc-a-professional-law-corporation-plan

> Richard S. Calone, INC. A Professional Law Corporation's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Richard S. Calone, INC. A Professional Law Corporation

- **Sponsor EIN:** 680234527

- **Sponsor Address:** 1810 GRAND CANAL BOULEVARD, STOCKTON, CA, 95207

- **Plan Type:** 401(k)

- **Total Participants:** 14

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|14|$3.4M|$146,981|$125,528|

| 2023|14|$2.8M|$134,354|$141,475|

| 2022|16|$2.2M|$120,702|$133,100|

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