Plan Snapshot
- Plan Sponsor: Stowell, Zeilenga, Ruth, Vaughn & Treiger LLP
- Sponsor EIN: 770516074
- Sponsor Address: 4590 E. THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.5M
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 | 5 | $4.5M | $160,194 | $115,615 |
| 2023 | 5 | $4.5M | $78,527 | $49,663 |
| 2022 | 5 | $3.7M | $101,356 | $44,000 |