Plan Snapshot
- Plan Sponsor: Russo Marsh & Associates, INC.
- Sponsor EIN: 942615145
- Sponsor Address: 3105 FITE CIRCLE, SUITE 108, SACRAMENTO, CA, 95827
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 2 | $2.1M | $0 | $0 |
| 2023 | 2 | $2.0M | $1,461 | $0 |
| 2022 | 2 | $1.9M | $49,000 | $0 |