Plan Snapshot
- Plan Sponsor: Roberts Coaching INC.
- Sponsor EIN: 884060329
- Sponsor Address: 7876 SUNRISE TERRACE LANE, CITRUS HEIGHTS, CA, 95610
- Plan Type: DC
- Total Participants: 1
- Total Assets: $5,410
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $5,410 | $0 | $0 |
| 2024 | 1 | $18,787 | $500 | $0 |
| 2023 | 1 | $96,709 | $1,000 | $0 |
| 2022 | 1 | $303,929 | $0 | $0 |