Plan Snapshot
- Plan Sponsor: Stumbaugh & Associates, INC.
- Sponsor EIN: 952809630
- Sponsor Address: 3303 NORTH SAN FERNANDO BLVD., BURBANK, CA, 91504
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 46 | $13.0M | $139,302 | $258,349 |
| 2023 | 40 | $12.2M | $273,743 | $227,250 |
| 2022 | 45 | $10.2M | $262,978 | $233,120 |