Plan Snapshot
- Plan Sponsor: Sall Spencer Callas & Krueger
- Sponsor EIN: 330006629
- Sponsor Address: 32351 COAST HWY, LAGUNA BEACH, CA, 926516703
- Plan Type: 401(k)
- Total Participants: 8
- 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 | 8 | $3.3M | $56,389 | $107,434 |
| 2024 | 10 | $4.7M | $74,432 | $156,352 |
| 2023 | 9 | $4.1M | $76,365 | $148,231 |
| 2022 | 9 | $3.4M | $55,653 | $136,700 |