Plan Snapshot
- Plan Sponsor: Robbins Reed, INC.
- Sponsor EIN: 261509762
- Sponsor Address: 1308 MONTEREY STREET, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 23 | $1.9M | $200,175 | $154,874 |
| 2023 | 21 | $1.2M | $48,260 | $136,651 |
| 2022 | 20 | $842,734 | $44,617 | $157,488 |