Plan Snapshot
- Plan Sponsor: Stuart Kane LLP
- Sponsor EIN: 462836848
- Sponsor Address: 620 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 24
- Total Assets: $20.4M
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. |
|---|
| 2024 | 24 | $20.4M | $424,127 | $316,495 |
| 2023 | 22 | $17.4M | $478,669 | $328,100 |
| 2022 | 24 | $15.8M | $411,814 | $297,722 |
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