Plan Snapshot
- Plan Sponsor: Scharf Investments LLC
- Sponsor EIN: 263775085
- Sponsor Address: 16450 LOS GATOS BLVD STE 207, LOS GATOS, CA, 950325594
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $6.8M
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. |
|---|
| 2024 | 26 | $6.8M | $211,491 | $367,326 |
| 2023 | 24 | $5.9M | $40,985 | $397,619 |