Plan Snapshot
- Plan Sponsor: Smith Ellison
- Sponsor EIN: 330691350
- Sponsor Address: 2152 DUPONT DRIVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $3.6M | $0 | $0 |
| 2024 | 5 | $3.2M | $57,488 | $40,936 |
| 2023 | 5 | $4.7M | $6,188 | $38,359 |
| 2022 | 5 | $4.0M | $52,361 | $36,088 |
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