Royston, Hanamoto, Alley & Abey 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Royston, Hanamoto, Alley & Abey
  • Sponsor EIN: 941649892
  • Sponsor Address: 225 MILLER AVENUE, MILL VALLEY, CA, 949412817
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$6.3M$0$239,568
202322$5.5M$452$213,696
202220$5.3M$0$244,467

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