Plan Snapshot
- Plan Sponsor: Russell, Mainini & Franklin, LLP
- Sponsor EIN: 770499266
- Sponsor Address: 615 CLARION COURT, SUITE 1, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $4.0M | $56,864 | $96,750 |
| 2024 | 5 | $3.7M | $33,321 | $82,780 |
| 2023 | 5 | $5.4M | $85,994 | $64,500 |
| 2022 | 6 | $4.7M | $83,625 | $85,500 |