Plan Snapshot
- Plan Sponsor: Robert N. Wolfe M.D., Apc And Andrew S. Wachtel, M.D., Apc
- Sponsor EIN: 954270130
- Sponsor Address: 8635 WEST 3RD STREET, SUITE 965-W, LOS ANGELES, CA, 900486138
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2023 | 7 | $7.8M | $47,175 | $31,396 |
| 2022 | 15 | $7.3M | $165,476 | $61,165 |