Sfe Investment Counsel, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sfe Investment Counsel, INC.
  • Sponsor EIN: 261202867
  • Sponsor Address: 801 S FIGUEROA ST, SUITE 610, LOS ANGELES, CA, 900175504
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $9.8M

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.
202410$9.8M$193,231$245,193
202310$9.8M$193,231$245,193
20229$6.5M$157,590$179,607

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