Plan Snapshot
- Plan Sponsor: Safstrom Cpas & Advisors PLLC
- Sponsor EIN: 933540839
- Sponsor Address: 2219 RIMLAND DR STE 407, BELLINGHAM, WA, 98101
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $3.3M | $69,984 | $139,527 |
| 2024 | 11 | $2.7M | $44,520 | $137,058 |
| 2023 | 10 | $2.2M | $39,630 | $113,602 |