Robert Broucaret DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert Broucaret
  • Sponsor EIN: 941519464
  • Sponsor Address: 425 POTRERO AVENUE, SAN FRANCISCO, CA, 94110
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.1M$29,116$0
20232$973,266$33,377$0
20222$769,036$29,511$0

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