# Sall Spencer Callas & Krueger 401(k) Plan
Source: https://planprovider.pro/companies/sall-spencer-callas-krueger-401k-plan

> Sall Spencer Callas & Krueger's 401(k) plan: 8 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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