Plan Snapshot
- Plan Sponsor: Stephen Roatch Accountancy
- Sponsor EIN: 680400730
- Sponsor Address: PO BOX 2196, FOLSOM, CA, 957632196
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7
- Total Assets: $5.0M
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 | 7 | $5.0M | $0 | $0 |
| 2024 | 4 | $3.6M | $88,713 | $87,473 |
| 2023 | 3 | $3.1M | $92,225 | $88,350 |
| 2022 | 3 | $2.8M | $80,497 | $79,550 |