Plan Snapshot
- Plan Sponsor: Spencer Corporation
- Sponsor EIN: 770504175
- Sponsor Address: 430 ALDO AVENUE, SANTA CLARA, CA, 950542301
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $2.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $2.9M | $143,101 | $68,748 |
| 2023 | 14 | $2.4M | $170,674 | $48,460 |
| 2022 | 14 | $1.9M | $158,046 | $47,926 |