Plan Snapshot
- Plan Sponsor: Sher Edling LLP
- Sponsor EIN: 813554198
- Sponsor Address: 100 MONTGOMERY ST STE 1410, SAN FRANCISCO, CA, 941044317
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 35 | $1.7M | $0 | $419,449 |
| 2023 | 26 | $1.4M | $0 | $326,535 |
| 2022 | 16 | $885,423 | $0 | $234,795 |