Plan Snapshot
- Plan Sponsor: Shulman Bastian Friedman & Bui LLP
- Sponsor EIN: 330567045
- Sponsor Address: 100 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: DB
- Plan Number: 002
- Total Participants: 19
- Total Assets: $4.3M
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 | 19 | $4.3M | $0 | $0 |
| 2024 | 13 | $3.7M | $265,072 | $0 |
| 2023 | 13 | $3.4M | $214,576 | $0 |
| 2022 | 11 | $2.9M | $200,000 | $0 |
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