Sjoberg Evashenk Consulting, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sjoberg Evashenk Consulting, INC.
  • Sponsor EIN: 710956506
  • Sponsor Address: 455 CAPITOL MALL STE 700, SACRAMENTO, CA, 95814
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $3.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$3.3M$51,348$160,028
202314$2.7M$43,234$114,042
202210$2.1M$47,638$105,833

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