Senior Advocacy Services DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Senior Advocacy Services
  • Sponsor EIN: 942684774
  • Sponsor Address: 1129 INDUSTRIAL AVE SUITE 201, PETALUMA, CA, 94952
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $25,398

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$25,398$0$0
20232$23,730$0$0
20222$20,586$0$0

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