Plan Snapshot
- Plan Sponsor: Six Smith Family, INC.
- Sponsor EIN: 770561883
- Sponsor Address: 2535 W. HILLCREST DR. SUITE 230, NEWBURY PARK, CA, 91320
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 77
- Total Assets: $8.4M
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. |
|---|
| 2023 | 77 | $8.4M | $1,263 | $291,470 |
| 2022 | 81 | $7.5M | $0 | $254,299 |