Plan Snapshot
- Plan Sponsor: Sachs Insurance Services
- Sponsor EIN: 262256365
- Sponsor Address: 1024 WEST ROBINHOOD DRIVE, SUITE 6, STOCKTON, CA, 95207
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.5M | $131,058 | $36,740 |
| 2023 | 5 | $2.3M | $126,264 | $36,240 |
| 2022 | 5 | $2.0M | $87,633 | $61,317 |