Plan Snapshot
- Plan Sponsor: Sagaser, Watkins & Wieland PC
- Sponsor EIN: 463591774
- Sponsor Address: 5260 N. PALM AVE, SUITE 400, FRESNO, CA, 93704
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $7.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 32 | $7.1M | $191,576 | $308,585 |
| 2023 | 27 | $6.6M | $155,066 | $267,304 |
| 2022 | 26 | $6.0M | $166,843 | $240,714 |
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