Plan Snapshot
- Plan Sponsor: Siegel, Moreno & Stettler, Apc
- Sponsor EIN: 330629816
- Sponsor Address: P O BOX 880069, SAN DIEGO, CA, 92168
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 69 | $12.5M | $173,846 | $515,843 |
| 2023 | 60 | $10.4M | $172,453 | $490,236 |
| 2022 | 60 | $9.1M | $161,187 | $448,117 |