# Russell, Mainini &amp; Franklin, LLP 401(k) Plan
Source: https://planprovider.pro/companies/russell-mainini-franklin-llp-401k-plan

> Russell, Mainini &amp; Franklin, LLP&#39;s 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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