Plan Snapshot
- Plan Sponsor: Roger A. Klein, M.D.
- Sponsor EIN: 680183896
- Sponsor Address: 1111 SONOMA AVENUE, SUITE 106, SANTA ROSA, CA, 95405
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $3.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $3.6M | $8,588 | $26,998 |
| 2023 | 4 | $3.4M | $7,288 | $32,604 |
| 2022 | 3 | $3.0M | $49,134 | $32,507 |