Plan Snapshot
- Plan Sponsor: Roberts & Spiegel LLP
- Sponsor EIN: 481298897
- Sponsor Address: 412 MARSH STREET, SAN LUIS OBISPO, CA, 93401
- Plan Type: DC
- Total Participants: 7
- Total Assets: $864,465
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 7 | $864,465 | $19,601 | $86,260 |
| 2023 | 7 | $707,672 | $85,912 | $29,765 |
| 2022 | 5 | $633,715 | $89,537 | $0 |