Ronca & Associates, A Law Firm 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ronca & Associates, A Law Firm
  • Sponsor EIN: 770317349
  • Sponsor Address: 755 SANTA ROSA STREET, SAN LUIS OBISPO, CA, 93401
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$3.5M$102,212$64,969
20235$2.9M$27,109$32,550
20223$2.7M$18,126$56,300

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