Plan Snapshot
- Plan Sponsor: Richardson & Company, LLP
- Sponsor EIN: 465577902
- Sponsor Address: 550 HOWE AVENUE, SUITE 210, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $6.4M
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 | 26 | $6.4M | $113,450 | $228,719 |
| 2023 | 22 | $5.4M | $101,565 | $238,620 |
| 2022 | 25 | $4.4M | $98,611 | $188,408 |