Plan Snapshot
- Plan Sponsor: Sherman & Boone Realtors
- Sponsor EIN: 942325912
- Sponsor Address: 1260 41ST AVENUE, SUITE O, CAPITOLA, CA, 95010
- Plan Type: DC
- Total Participants: 10
- Total Assets: $1.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $1.6M | $30,000 | $0 |
| 2024 | 10 | $1.6M | $30,000 | $0 |
| 2023 | 9 | $1.7M | $30,000 | $0 |
| 2022 | 9 | $1.7M | $25,000 | $0 |