Plan Snapshot
- Plan Sponsor: Shields, Harper & Company
- Sponsor EIN: 941751530
- Sponsor Address: 4591 PACHECO BLVD., MARTINEZ, CA, 94553
- Plan Type: DC
- Total Participants: 58
- Total Assets: $19.2M
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. |
|---|
| 2024 | 58 | $19.2M | $588,948 | $0 |
| 2023 | 52 | $19.5M | $2.1M | $0 |
| 2022 | 52 | $19.3M | $1.3M | $0 |