Plan Snapshot
- Plan Sponsor: S&A Polacheck & Associates, INC.
- Sponsor EIN: 954678456
- Sponsor Address: 4719 COMMONS WAY, SUITE E, CALABASAS, CA, 91302
- Plan Type: DC
- Total Participants: 18
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $5.7M | $187,813 | $216,996 |
| 2023 | 16 | $5.8M | $218,409 | $136,521 |
| 2022 | 16 | $4.8M | $289,760 | $0 |