Plan Snapshot
- Plan Sponsor: Stetina, Brunda, Garred & Brucker
- Sponsor EIN: 330007483
- Sponsor Address: 75 ENTERPRISE, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $11.4M
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 | 18 | $11.4M | $134,005 | $311,731 |
| 2023 | 17 | $11.2M | $128,147 | $314,871 |
| 2022 | 16 | $9.1M | $120,088 | $266,432 |