Plan Snapshot
- Plan Sponsor: Sher/Gelb, An Accountancy Corporation
- Sponsor EIN: 954279109
- Sponsor Address: 15060 VENTURA BLVD.SUITE 300, SHERMAN OAKS, CA, 914032426
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 17 | $7.0M | $324,700 | $128,608 |
| 2023 | 14 | $6.1M | $200,948 | $105,500 |
| 2022 | 14 | $5.1M | $193,620 | $92,695 |