Plan Snapshot
- Plan Sponsor: Stern, Kory, Sreden & Morgan, An Accountancy Corporation
- Sponsor EIN: 954509583
- Sponsor Address: 24961 THE OLD ROAD 2ND FLOOR, STEVENSON RANCH, CA, 91381
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 23 | $13.1M | $104,271 | $357,176 |
| 2023 | 22 | $11.1M | $110,237 | $355,241 |
| 2022 | 24 | $12.4M | $127,617 | $354,543 |