Plan Snapshot
- Plan Sponsor: Stephanie Sy, Esq., L.C.
- Sponsor EIN: 853630344
- Sponsor Address: 11622 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.2M | $1,028 | $125 |
| 2023 | 6 | $1.1M | $1,028 | $3,000 |
| 2022 | 6 | $1.1M | $1,595 | $25,100 |