Plan Snapshot
- Plan Sponsor: Schiff And Bernstein, A Professional Corporation
- Sponsor EIN: 953902962
- Sponsor Address: 590 N. CONEJO SCHOOL ROAD, THOUSAND OAKS, CA, 91362
- Plan Type: DC
- Total Participants: 1
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1 | $6.0M | $0 | $0 |
| 2023 | 1 | $6.0M | $0 | $0 |
| 2022 | 4 | $8.2M | $0 | $0 |